NJR Recruitment are working with a firm of financial planning Advisers who are looking for a Client Services Administrator to join their team. The Client Services Administration will provide full back-office support to advisers and paraplanners to ensure client service is delivered to an excellent standard.
Responsibilities:
" Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
" 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
" Keep up to date with all relevant product, legislative and technical changes, as required
" 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 takes 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
" Prepare client valuations and ensure back office system is updated (Intelligent Office)
" Prepare parts of annual review packs when necessary
" Fully utilise back office system and ensure it is kept up to date with accurate information including ser...