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Client Support Administrator

  • Shortlist
Location richmond , Surrey
Sector Financial Services
Salary £28,000 Per Annum
Type Permanent
Consultant Stephanie McGreevy
Ref 69390

A well-established Wealth Management practice in Surrey require a career-committed Sales Support Administrator who is dedicated to enhancing their knowledge, experience and skills in the Financial Advisory sector.

This role provides candidates with excellent development opportunities and the chance to work with a business that is experiencing exponential growth.

The successful candidate will be able to “hit the ground running” with little product and software training required. The role will involve all IFA back office functions, including group schemes and Automatic Enrolment. Experience of Ascentric, FundsNetwork, ARC and Aviva platforms will be an advantage.

Desired Skills and Experience

  • Processing new business from receipt of application to conclusion
  • Using platforms for new business processing, switching, withdrawals etc.
  • Processing authority letters and collating product information
  • Producing Annual Review Reports using Intelliflo Office Portfolio Report
  • Experience of administering Group Pension & Protection Schemes
  • Software – Microsoft Office suite
  • General administration including client address changes, invoice production
  • Able to work under pressure in an organised manner 

This is a hybrid role and offers flexible working. 

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