Senior Client Services Coordinator

Division : Jelf | Financial Planning
Advert Contact : Careers : 0844 264 1456
Contract Type : Full Time
Location : Chipping Sodbury

Due to continued success in our Financial Planning division we are seeking an experienced and dedicated IFA Support Administrator to produce reports and data following client meetings, and manage the relationship with clients.

As our IFA Support Administrator your responsibility will be in preparing the meeting packs for working for a highly successful and busy Financial Planner and assisting the Paraplanner. You will have a meticulous eye for detail which will enable you to proof documents and quality check a range of paperwork, including suitability letters.

You will demonstrate the following skills and experience during the assessment process:

Prior experience in an IFA environment
Certificate in Financial Planning (CFP)
Experience in dealing with investment queries
Investment and pensions experience
Standard life wrap experience, desirable

As our Senior Administrator you will work as part of a highly successful department to provide a professional service and day-to-day support to clients and colleagues.

You will be the first point of contact to provide clients with professional and compliant guidance with regards to their product and services, ensuring efficient and accurate production of all reports and correspondence to clients.

During the interview process, successful applicants will be able to demonstrate the following key competencies:

Experience in an administrative or customer service role.
Proven ability to work effectively and professionally with colleagues at all levels.
Be well organised and work well under pressure.
Good knowledge of Microsoft Office products.
Must be willing to learn and have the ability to work well in a team.
Financial Services or Insurance experience is desirable

The role may be suitable for candidates wanting to further their career in the Financial Services industry as well as those already working in administration who want to move across to a demanding area.

Apply Now

Name *

Email *

Contact Number *

Upload CV *

Covering Note *

Please enter the characters you see in the image below:

[ Different Image ]