Job Role : Senior Client Services Administrator
Job Type : Permanent
Location : Guildford, Surrey
Salary : £25,000 to £35,000
Reference : P 11198
Our client is a leading Pensions & Savings company based in Surrey and London.
Due to further expansion they are looking for a skilled Senior Client Services Administrator from the Pensions sector to join their talented team.
If you are skilled in Pensions Administration, this is a superb opportunity to join a fantastic team.
Knowledge & experience required for this role includes;
Proven client services administration experience gained within an IFA environment focused on holistic financial planning for private clients encompassing pensions, investment and protection
Demonstrates administration experience of the complete life cycle of processing client business
Previous technical report writing skills whilst not essential may be advantageous in particular when supporting paraplanners in the generation of more basic/simplistic reports
High standard of competency and knowledge of:
CRM system and client reporting, previous experience of AO would be preferable (or a comparable package)
IT systems and software (Microsoft Word, Excel, PowerPoint) including provider websites for processing
Training, education & qualifications;
Good general education, including GCSE Mathematics and English grade B or above or equivalent qualification. Ideally educated to A Level standard or equivalent qualification (or individuals deemed ‘qualified by experience’ would be considered)
Achieved or working towards Certificate in Financial Planning (or equivalent qualification)
Skills, abilities & personal qualities;
A self-motivated approach to professional and personal development
Able to listen and follow instructions and procedures, and assimilate information quickly in a consistent and accurate manner
Able to proactively take ownership and responsibility for own workload
Enthusiastic, positive and flexible approach to work pressures
A high degree of accuracy and attention to detail both written and numerical is required in order to perform their duties
Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and over the telephone
Able to work as part of a multi-disciplined team with a positive ‘can do’ attitude
Good analytical and problem solving skills, capable of anticipating, resolving and owning problems through to resolution
Able to recognise the need for a customer focused approach to service delivery both in terms of quality and exceeding customer expectations.
Focus on commerciality and time/cost whilst undertaking all chargeable activity