Trainee Client Services Administrator

VACANCY:

We are looking for an enthusiastic and motivated recent graduate to join our team as a Client Services Administrator at our Head Office in Ramsbottom. This is a fantastic opportunity to start your career in financial services with a supportive firm that offers clear progression routes.

As part of the scheme, you will receive full support to complete your Chartered Insurance Institute (CII) qualifications, including access to industry-leading learning software and fully funded exams. You will play a key role in organising and supporting the firm’s Advisers while gaining hands-on experience working closely with clients and providers.

The ideal candidate will have a strong attention to detail, a willingness to learn, and a positive, “can do” attitude. No previous experience in financial services is essential, but a commitment to developing your career in the sector and progressing through the professional qualifications is important.

Key Responsibilities:

• Provide “Pre Sales” administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies, obtaining quotes, as requested.
• Provide up to date Valuations to Paraplanner/Advisers in respect of existing clients prior to meeting with client using back office software.
• Provide any relevant support information regarding existing clients to Adviser prior to meeting with client.
• Ensure back office software is kept up to date
• Maintain and update email list used by Head Office to issue Newsletters.
• General client account maintenance
• Filing and other ad-hoc administrative duties as and when required.
• To answer telephone and deal with initial telephone enquiries.
• To answer intercom to meet and greet visitors.
• To provide administration services to Advisers and their team as required
• Managing Adviser diaries, work logs and meetings.
• Maintain and develop their personal knowledge and qualifications to improve their ability to support both colleagues and clients. Participate in appropriate company and departmental training, competence and development initiatives.

Key Competencies:

• Quality service delivery – Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check
• Communication & relationships – Develops effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact. All communication must be concise, clear, understandable, effective and constructive
• Team working & collaboration  – Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
• Planning & prioritising  – Can plan & prioritise work effectively in order to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines. Determines tasks and communicates realistic timescales
• Using systems & processes – Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements. Embraces change and is proactive in suggesting methods and procedures to help improve processes and performance.

Core Benefits:

Holidays: 25 days with additional tiering on length of service

Pension Scheme: 3% Employer and 4% Employee contributions

Death in Service: 4 x salary

PHI: 75% up to NRD, 13 weeks deferred

Competitive Salary