Job Title: IFA Administrator (Hybrid working)
Location:Colchester
Salary:£25K - £35K
Our client is in the Financial Services industry and are looking for a Client Service Coordinator to join their expanding team
Responsibilities for the Client Service Coordinator role include:
* To ensure all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients
* Arrange client meetings on behalf of the Advisors
* Collate and manage information and facts, preparing documentation for client meetings
* Maintain client contact, keeping them updated on the current position with regards to any ongoing matters on behalf of the Advisors
* Ensure the post meeting processing is completed within deadlines
* Ensure back-office system is maintained detailing all ongoing actions and workflow
* Produce suitability letters for simple transactions for example, post meeting reports, bed and ISA and fund switch letters
For the Client Service Coordinator role, you will need:
* Min of 2 years' experience in an administration role within the financial services sector
* A good understanding of the advice process
* Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
* Excellent communication skills, both written and verbal
* Ability to work collaboratively with colleagues and build strong relationships
* A strong work ethic, and a flexible attitude
* Excellent customer service skills
* Experience working with Microsoft Word, Excel and Outlook
* Knowledge of industry specific software systems
Benefits for the Client Service Coordinator role include:
* Pension - Employer contribution 3% with salary sacrifice for employee contributions raising to 5% after 2 years' service
* 25 Days annual leave plus bank holidays
* Holiday trading scheme to buy a further 5 days annual leave
* Life cover: x4 basic salary
* Healthcare cash plan
* Free mortgage advice
* 1 Day community involvement leave per annum
* Employee assistance programme
* Shopping discount platform
* Free parking
* Opportunity to work from home 2 days a week on successful completion of probation period
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