Client Services Administrator

IFA Administrator - Fareham, South East England

Ref: 1558Thursday 23 May 2024

£28,000 - £32,000

Are you a skilled communicator with a knack for troubleshooting and delivering top-notch service? We're seeking a Client Services Administrator to join a dynamic team in the wealth management sector based in Fareham.

 

Why Apply?

This role presents a unique opportunity to join a prestigious wealth management firm committed to enhancing everyone's relationship with their wealth. With a focus on excellence and customer service, our client offers a supportive and fulfilling work environment.

 

Key responsibilities include:

  • Putting the customer at the forefront of all interactions
  • Familiarizing yourself with the company's values and offerings
  • Efficiently onboarding new clients and servicing existing ones
  • Cultivating strong relationships with clients, advisers, and paraplanners
  • Contributing positively to team dynamics and morale
  • Communicating effectively with clients via various channels
  • Willingness to engage in occasional business projects

 

The ideal candidate will possess:

  • Experience in a financial planning environment
  • Knowledge of investment products such as ISAs, Pensions, and Bonds
  • Proficiency in using CRM systems
  • Ability to challenge existing processes constructively
  • Strong passion for delivering exceptional customer service
  • Self-driven attitude towards personal development
  • CII or RO part-qualified preferred

 

Company Benefits:

  • Hybrid working – 2 days in the office and 3 from home
  • 28 days' holiday (plus bank holidays)
  • Life assurance
  • Income protection
  • Pension scheme
  • Access to our flexible benefits platform
  • Vibrant company culture focused on both work and fun
Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.