Client Services Administrator

• Location: North London
• Job Type: Full-time

We are seeking a dedicated Client Services Assistant to support a team of financial advisers in meeting their FCA regulatory obligations and ensuring excellent client service is maintained across the company.

This role is ideal for someone with a keen eye for detail and a strong understanding of financial services on-the-job training will be provided.

Day-to-day of the role:

• Work closely with three financial advisers to ensure compliance with FCA regulatory obligations and ongoing client commitments.
• Complete post-meeting tasks, including updating of MI data and information.
• Attend client meetings to assist with information gathering and clarification of existing information, enabling the delivery of advice and recommendations.
• Ensure client files are up-to-date, including following up on outstanding information or details missing from existing files.
• Maintain professionalism and courtesy in all dealings with customers.
• Update Factfinds and the IO (back office) system, including tasks and notes.
• Assist with ad-hoc tasks and requests as needed.

Required Skills & Qualifications:

• High School education is essential; a University Degree is desirable.
• Working knowledge of Microsoft Office suite.
• Experience or knowledge of IFA/Financial Services products is preferable but not required.
• Excellent communication skills.
• Strong attention to detail and analytical ability.
• Flexibility and adaptability in dealing with various clients and scenarios.
• Self-motivated and proactive.
• Maturity to understand the significance of the role in the ongoing advisory process.

Benefits:

• Competitive bonus structure.
• Pension as per Auto Enrolment.
• Death in service benefits.
• Income protection.
• Work from Office environment.