Client Administrator

Our client based in Altrincham are looking for an administrator to provide dedicated support to their Advisers for the day to day running of the practice to include regulatory requirements, marketing, client servicing and IT whilst supporting the Advisers in the development of the practice. You will be responsible for ensuring that all of our clients, clients receive the right level of ongoing service. To help understand the client’s needs and expectations and meeting those needs in a proactive manner. As the Client Administrator you will play a key role in contributing to and enhancing the overall client experience. Key duties and responsibilities: To support the Practice by dealing effectively with the day to day business operation. To carry out regular weekly Tracker Meetings with advisers and update the trackers accordingly. To assist the Practice to take the business forward with creativity and positivity to safely meet the Practice goals. To implement, operate & maintain (as directed) effective systems, processes and procedures which enable the Practice to optimise client meetings. To support the Practice to ensure the end to end business process is adhered to and tracked efficiently in line with Practice & Regulatory standards. Support the Practice to ensure all relevant information required for writing the client report is available. Ensure all new business is processed within 24hrs, first time right. Maintain accurate and up to date client information. Maintain the Client Relationship Management systems (CURO) and understand the software by continuing to improve your knowledge by being involved in projects given by the Operations Director/Senior Client Administrator that help to enhance this Work with the Senior Client Administrator in terms of any marketing campaigns such as tax year end Understand and maintain processes for ensuring that 80% of clients are seen for reviews every year, as well as following the full review process for declined reviews. To support the Practice in establishing and maintaining effective relationships with business assurance/management. Liaise with Head Office & admin centres as directed. To support the Practice to achieve Practice goals and objectives including achieving total IAF targets for each year, client servicing targets and helping Paraplanning achieve the QOD annual target.Work towards a paperless office. Ensure all clients and their partners are sent birthday cards, Christmas cards and receive further comms requested such as Investors Magazines. Attend forums and workshops as appropriate. To project a professional image in both appearance and attitude to provide quality support on time to agreed standards To attend & contribute to Quarterly Operations Team Meetings. To maintain a good working relationship with colleagues, clients and third parties. To escalate all problem cases to the Senior Client Administrator in the first instance at the earliest opportunity. To refer all complaints to the Operations Director immediately. Work towards a paperless office Skills & Behaviours The ability to balance conflicting demands in a calm and friendly manner Able to maintain a positive 'cando’ attitude Ability to work autonomously and within a team Open to change/new ideas Ability to think outside the box to support the Practice Comfortable with face to face & telephone client interaction Analytical with precise attention to detail Excellent organisational & communication skills Ability to demonstrate an adaptable/flexible approach to work High level of integrity, handling confidential information & sensitive matters in a professional manner at all times Broad experience of Microsoft Office (Word, PowerPoint, Excel) Experience of Microsoft Outlook Comfortable with electronic data systems Experience in maintaining systems, processes and procedures Manages time effectively with the ability to multi-task Keeps calm when faced with conflicting demands and handles these effectively Good planning and organisational skills, with the ability to organise and prioritise workloads Proactive and flexible in their approach to work and willing to go the extra mile Understanding of regulation & legislation Working towards qualifications in Regulated Financial Services