Client Services Administrator
| Posting date: | 17 April 2024 |
|---|---|
| Hours: | Full time |
| Closing date: | 17 May 2024 |
| Location: | Emsworth, Hampshire |
| Remote working: | On-site only |
| Company: | Adviser Business Solutions |
| Job type: | Permanent |
| Job reference: |
Summary
Benefits
- Salary level dependant upon experience from National Minimum Wage up to £28,000 per annum
- Training within Financial Services to a Level 3 Qualification
- 9:00 til 5:30 with 1 hour for lunch
- 21 Days Holiday increasing with service
We are seeking an administrator to support a busy team of financial services professionals.
You'll be busy updating records and speaking to clients and financial institutions over the phone.
The job role is varied and full training is provided.
Daily duties will consist of
- Updating 'fact finds' on our internal database system,
- Sending letters of authority and liaising with financial providers
- Offering crucial administrative support throughout the case management process
- Speaking to clients to keep them appraised of their case progress
- Ensure policy information is accurately updated.
In summary you'll be providing invaluable administrative assistance to our Report Writers, Case Managers, and the Head of Client Servicing, drawing upon your extensive skill set.
Apply for this position now if you have
- Excellent written and verbal communication skills,
- IT proficiency on Databases and Microsoft Office
- A forensic attention to detail
- Strong organisational abilities
- And a collaborative team spirit.
About us:
Adviser Business Solutions based in Emsworth are deeply entrenched in the local community, employing approximately 45 talented individuals. We serve as the backbone for Independent Financial Solutions (IFS), offering vital 'back-office' support to a team of financial advisers delivering expert advice to individuals, private clients, and corporate entities.
As a fully regulated entity under the Financial Conduct Authority, we uphold the highest standards of service excellence for our valued clients.
Join us and leverage your expertise to make a meaningful impact in the financial sector!
Job Types: Full-time, Permanent
Pay: £12,480.00-£28,000.00 per year
Benefits:
Company pension
Transport links
Schedule:
Monday to Friday
Experience:
Customer service: 1 year (required)
- Salary level dependant upon experience from National Minimum Wage up to £28,000 per annum
- Training within Financial Services to a Level 3 Qualification
- 9:00 til 5:30 with 1 hour for lunch
- 21 Days Holiday increasing with service
We are seeking an administrator to support a busy team of financial services professionals.
You'll be busy updating records and speaking to clients and financial institutions over the phone.
The job role is varied and full training is provided.
Daily duties will consist of
- Updating 'fact finds' on our internal database system,
- Sending letters of authority and liaising with financial providers
- Offering crucial administrative support throughout the case management process
- Speaking to clients to keep them appraised of their case progress
- Ensure policy information is accurately updated.
In summary you'll be providing invaluable administrative assistance to our Report Writers, Case Managers, and the Head of Client Servicing, drawing upon your extensive skill set.
Apply for this position now if you have
- Excellent written and verbal communication skills,
- IT proficiency on Databases and Microsoft Office
- A forensic attention to detail
- Strong organisational abilities
- And a collaborative team spirit.
About us:
Adviser Business Solutions based in Emsworth are deeply entrenched in the local community, employing approximately 45 talented individuals. We serve as the backbone for Independent Financial Solutions (IFS), offering vital 'back-office' support to a team of financial advisers delivering expert advice to individuals, private clients, and corporate entities.
As a fully regulated entity under the Financial Conduct Authority, we uphold the highest standards of service excellence for our valued clients.
Join us and leverage your expertise to make a meaningful impact in the financial sector!
Job Types: Full-time, Permanent
Pay: £12,480.00-£28,000.00 per year
Benefits:
Company pension
Transport links
Schedule:
Monday to Friday
Experience:
Customer service: 1 year (required)