Financial Services Administrator

This is an exciting opportunity to join one of the most recognised financial services practices in the Midlands, dedicated to delivering exceptional service and innovative solutions to our clients.

They are seeking a detail-oriented and proactive Client Support Administrator to join their team. The successful candidate will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our financial services department. A good understanding of Financial Services with a minimum of 2 year's experience in a similar role will be a major benefit to the successful applicant.

Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must

Client Support Specialist Key Responsibilities:

• Provide technical and administrative support to the Practice;​
• Diary management for one or more of our Advisers/Wealth Managers with the ability to use initiative and discretion in managing a constantly changing and complex diaries, anticipate and resolve any conflicts without referral.
• Ensure that files are complete with all required client identification documentation and necessary application forms.​
• Submit and progress client cases with providers and Admin Centres.
• To deliver the highest standard of client care both internally and externally.
• Pre-meeting preparation to ensure meetings run according to plan, and post meeting follow up, including accurately updating client files on CRM. ​
• Process applications accurately and record the required management information.
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
• Progressing applications with product providers, chasing up Letters of Authority.
• Producing templated client letters and reports.
• Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills.
• Meeting and greeting clients and visitors to the Practice.​
• Running reports and illustrations and collating key data.
• Liaison with Admin Centres, providing information required to complete transactions within specific timescales.

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Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process.

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Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.com.