Financial Advisor Client Administrator
12 Month Maternity Contract
£24,000
Wigan
One of our well-established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Client Services Administrator to add to their team covering a 12 month maternity contract. The purpose of the Client Services Administrator will be to ensure that all new clients are given ‘first impression’ and that all existing clients enjoy a high level of ongoing service.
Responsibilities:
* Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
* Follow appropriate ethical standards within the firm at all times
* Ensure all dealings with clients are carried out in a professional and courteous manner
* Maintain all standards of performance as required by the company
* Such other tasks as may be considered appropriate or necessary by management
* Take part in any training offered by the company as deemed necessary or relevant to your role or your own personal development for the benefit of the role
* Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner
* Sort and allocate the incoming post and prepare and post outgoing mail when required
* Diary management for all advisers
* Assist with preparation of client valuations and ensure ...