Client Services Administrator

We require an experienced Administrator to effectively assist and support a small Advisory Team in delivering an excellent and professional ongoing service to clients. Previous experience of working in an IFA company desirable. Key responsibilities: Review scheduling and preparation Ensure all client details and relevant review schedules are entered onto client management database Ensure accurate valuation reports and review packs are prepared for adviser in a timely fashion Evaluation of client profitability from system reports Ensure all remuneration is added to the system, and that the correct level of remuneration is being received Client servicing/ongoing administration Ensure all clients have annual review dates on client management database Process incoming mail received from clients, or relating to a client, and update client management database accordingly Ensure that all client queries are resolved as quickly and efficiently as possible Act as first point of contact for clients for all admin-related queries Maintain and update all forms and templates First point of contact for answering telephone Assist with general admin duties during absence and holidays Open communication with team and advisers Ensure emails are dealt with promptly Key skills: Essential Ability to work within agreed business processes Attention to detail and accuracy Ability to work to deadlines Able to work methodically, accurately and neatly Good oral and written communication skills Good IT skills Ability to work to agreed outcomes without supervision Ability to work as part of a team Neat personal appearance Ability to stay calm under pressure Desirable Financial services experience Understanding of financial planning process Knowledge of Intelligent Office Qualifications (desirable): CF1 certificate Working towards Level 4 Diploma Benefits: Salary?£22,000-£25,000 per year dependent upon experience? Pension 3% Employer Contribution?? Dependent?support?days? 25 days holiday Opportunity to study for a professional qualification Location: Bovey Tracey, Newton Abbot Hours: 8:30-5pm, Mon-Fri