ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Finli Group Ltd
Sherbourne, England, United Kingdom
Finli Group are a nationwide financial services provider that helps our clients live their best financial lives. At Finli, we aim to deliver a fresh approach to financial advice. We do this by combining a people-first perspective with innovative financial tools. This helps our clients feel empowered on their path to prosperity. We are looking for
Job Source: Finli Group LtdBruin
birmingham, england, United Kingdom
Financial Planning Administrator Birmingham Up to £30,000 + bonus, benefits & exam support A Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser. Working on either the New Business or Client Review team daily duties will include:
Job Source: BruinElevate
birmingham, england, United Kingdom
Our customer, an international law firm is looking for a Client Services Manager for a Client Services Manager for maternity cover in their Birmingham office. Specific duties to be undertaken in the role: Create a strategy for defining and collecting a set of standard responses to clients' Frequently Asked Questions (FAQs). Liaise with SMEs from a
Job Source: ElevateGleeson Recruitment Group
birmingham, england, United Kingdom
GRG are pleased to be working with a professional services organisation looking to recruit a Client Services Manager, due to both organic and organised growth! In this role you will be responsible for providing comprehensive administrative and operational support their Business Support division. You will play a vital role in ensuring the smooth ex
Job Source: Gleeson Recruitment GroupAdcock Refrigeration and Air Conditioning
Bromsgrove
Administrator Location : Bromsgrove Job Type : Full time, Permanent Salary : Competitive Hours : 40 hours per week Benefits : 25 days holiday per annum (FTE), plus bank holidays, increasing with service. Pension Scheme Wide training opportunities. All the latest software, tools and equipmentWe are looking for a talented, organized Administrator
Job Source: Adcock Refrigeration and Air ConditioningGTC Recruitment
Halesowen, England, United Kingdom
I am looking for someone to join my client in Halesowen as a Customer Service Administrator! Salary: £23k - £26k (experience-dependent). No weekends. Office-based role. You will be the first point of contact for customer queries, with a keen eye for detail and excellent phone manner. This role is perfect for someone who is looking for progression
Job Source: GTC RecruitmentSilcom Recruitment Limited
Redditch, England, United Kingdom
The Role: Silcom Recruitment are currently on the lookout for an experienced Sales Administrator for a client of ours based at their multi brand site in Redditch. If you have a background in Sales Administration, excel in teamwork, and thrive in a fast-paced work environment, we'd love to hear from you! Motor trade Sales Admin and Kerridge experien
Job Source: Silcom Recruitment LimitedBlack Country Women's Aid
West Bromwich
Black Country Women's AidLet us introduce ourselves…Black Country Women's Aid (BCWA) is an established charity working across the Black Country and wider West Midlands providing accommodation and community support services to victims of domestic abuse, sexual abuse and human trafficking. Services range from advocacy, civil remedies, support in cou
Job Source: Black Country Women's AidBirmingham
Our client is looking for a Financial Administrator / Client Services Administrator to join their IFA firm based in Birmingham. The role will suit an experienced Financial Administrator who enjoys working autonomously in a driven and high-performing team.
Responsibilities:
Ensure all dealings with customers are carried out in a professional and courteous manner
Undertake sufficient product and market research
Ensure all supporting documentation is maintained as per company procedures
Maintain all standards of performance as required by the firm
Ensure relevant CPD is maintained and recorded accurately
Submission of new on line applications / top ups and processing of paper based applications for life, investment, platform and pensions business and ensuring that they are processed compliantly, to a satisfactory completion and issue of plan documents
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager
Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model, Fund Switches
Adding fees/ payaways /splits entries to IO
Understand Adviser Bandings
Understand Introducers / Payaways
Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
Assist the Review Team with the preparation of AR’s & PR’s in overflow situations
Check Portfolio Reports prepared by Review Team
Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
Handle complex administration enquiries / queries as directed by the Client Services Manager
Provide training / mentoring to CSE’s and apprentice staff as directed by the Client Services Manager
Oversee and sign off Platform withdrawals / fund switches / transactions
Producing ad-hoc (non standard) and standard letters in response to customer/provider queries
Raising invoices
Obtaining life, investment and pension quotations using research tools
Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
Have a comprehensive understanding of the IO back office system and how it is integral to our business
Have good working knowledge of EIM platforms and how they operate including the maintenance of cash balances
Ensuring all files are compliant and prepare and maintain compliance documents
Handling Group Scheme Renewals/ Auto Enrolment schemes with the systems in place, i.e. paper based or on line to include Renewal invitation and take up and on-going support throughout the year with member servicing etc
Provide on-going administration of platform and non-platform based investment and pension products including Sipps and SSASs
Knowledge and Experience:
The requisite knowledge for the role being undertaken
Be working to / maintaining basic administration, technical knowledge and qualifications for the job role
Mentoring Junior members of Client Service Team
Detailed knowledge and understanding of the firm’s administration and client service requirements
Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures
If you are interested in this position then please submit a copy of your CV to Josie at Artemis Recruitment.
Financial Administrator / Client Services Admin jobs in Birmingham
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.