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Our client, a well-established company within the financial services sector, is seeking a Trainee Client Support Administrator to join their growing team. This is an exciting opportunity for someone with at least one year of experience within the financial services industry, whether from a provider or Independent Financial Adviser (IFA) background with a progression focused mindset. The successful candidate will provide crucial administrative support to the existing team and will have a clear, structured progression path within the business.
Key Responsibilities:
Initial responsibilities include:
* Scheduling client appointments
* Opening and franking mail, scanning relevant documents to client files, and updating the back office system
* Typing up Client Factfinds
* Updating the pending work list daily
* Ensuring accurate and up-to-date client data on the back office system
* Answering the phone, greeting visitors, and offering refreshments for office and client meetings
* Communicating with clients and providers via phone and email
* Ensuring client files are compliant with FCA and company guidelines
* Preparing general correspondence, letters, and emails
* Undertaking general administrative duties such as photocopying and filing
Further responsibilities after training include:
* Sending Letters of Authority to life companies and following up
* Issuing policy documentation and processing withdrawal/surrender requests
* Obtaining values for client reviews and preparing valuation reports
* Conducting research as required
* Processing and chasing new business (both paper-based and online)
* Processing fund switches, rebalances, and preparing reports from templates
Key Requirements:
* At least one year of experience within a financial services role (from providers or IFAs)
* Proficiency in Microsoft Word, Excel, Outlook
* Experience with Intelligent Office, platforms, and provider websites is desirable but not essential
* Excellent interpersonal and communication skills
* Ability to work under pressure, meet deadlines, and manage a varied workload
* A keen eye for detail and accuracy
* Ability to work both independently and as part of a team
Why Apply?
This is an excellent opportunity for a candidate with a background in financial services to join a forward-thinking team. The role offers a clear progression path with opportunities to develop professionally and take on more responsibility as you grow within the company.
If you're passionate about the financial services industry and looking for a role with the potential for long-term career development, we encourage you to apply