Administrator - Client Services
Location:Exeter (in office)
Salary:£25,000 - £27,000 pa dependent on experience with excellent benefits and bonus
You will be working as part of the team at a highly respected Appointed Representative of St. Jamess Place Plc.
An excellent opportunity has arisen for a professional Administrator to work in our central Exeter office.
You will be part of a fast-paced team managing the work generated by the four advisers and offering support as required alongside three other members of the support team. This business is well established and highly successful.
The role: Administrator - Client Services
1. You will be responsible for managing our annual review process, ensuring that clients are contacted in a timely manner to effectively book them into adviser's diaries. You will then prepare meeting packs and ensure compliant logging of all meetings to meet with Consumer Duty standards
2. You will be responsible for other elements of client service including managing withdrawals, and organising birthday cards and gifts for clients
3. You will be providing a high level of administrative support while maintaining an excellent level of client service
4. You will be a point of contact for clients and third parties dealing with general enquiries
5. You will be responsi...