Client Services Assistant

  • Location
    Kendal, Cumbria
  • Salary
    £ 16000 - £ 20000 / Year
  • Category
    Accountancy & Finance - AAT
  • Job type
  • Industry
    Banking and Financial Services
  • External Reference

My client based in Kendal requires a Client Services Assistant to provide comprehensive and professional administrative support to the Financial Planners and Relationship Managers, under the guidance of the Client Services Manager.

Key Tasks:

  • Process new business, incremental business, surrenders, encashment, switches, alterations to policies, using company IT systems

  • Follow process from start to finish and ultimately send out policy documents/contract notes etc. and ensure that company IT systems are up-to-date including all scanned documents

  • Co-ordinate with providers regarding clients change of address

  • Co-ordinate with providers regarding Appointment/retirement of trustees

  • Co-ordinate with providers and legal parties on any death cases

  • To prepare client files for Financial Planners and update client information on IT system prior to client visits and advise of any compliance outstanding including inserting the correct client pack

  • Collate documents and illustrations for financial plan

  • Sending/Collating letters of authority/policy information and obtain policy information and literature from the internet and other sources where possible.

  • To deal with enquiries from insurance companies and clients as far as possible

  • To daily check tasks on company IT systems, and chase outstanding entries

  • To obtain quotation as required for corporate clients via requests

  • To produce valuations for clients as required - taking into account client's service standard and record on company IT systems

  • Update client Factfinds on IT system after meetings

  • To prepare clients portfolio and set up all information and instigate PFP access with client

  • Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted

  • To run and analyse client profit and loss report and advise of any areas where we are not getting the required income/fee

  • To cover reception when required to provide a professional and welcoming service

  • To identify any training needs and development you need to meet the requirements of your role

  • To do any other tasks as required from time to time

Entry Level Requirements/Experience:

  • Basic Word, Excel and Outlook

  • Excellent customer service skills (both internal and external)

  • Excellent written and verbal communication skills

  • Interpersonal skills

  • 2 years relevant administrative experience

  • R01 to be completed/minimum in progress, within 12 months

  • Willingness to participate in learning opportunities/events outside of usual work hours

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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Please apply with your CV to: Pip Gray