Financial Advice Administrator (regulated products)

Client Services Administrator – Financial Advice Products & Services – Coventry CV3 – Permanent – £30-34k DOE + training & development plan – 24 days + BH’s – Mon to Fri 09.00 – 17.00 – Company events and charitable support programme – Parking onsite – forward thinking and growing financial advice practice

Our client is a well established and successful Financial Advisory practice based in Coventry and due to continued growth, are looking to take on an experienced client services administrator into their financial advice support function. 

Their practice offers wealth management, mortgages and protection products and services to its customers and are supported by a strong and dedicated team of technical administration support to ensure the best customer experience possible. 

Your role there will support advisers and clients with wealth and pension products and services offered, typically tasks may include data gathering, liaison with clients, liaison with product providers, inputting cases, writing suitability reports, fund switches, withdrawals and meeting arrangements.

For this particular opportunity, previous experience of a similar role will be sort, perhaps you have already attained relevant qualifications to evidence your knowledge and experience, typically RO1 and RO2 or similarly recognised.

Your role will form part of a team where you and your colleagues will offer a professional and polite support function to clients. Through an agreed training and development plan, your position will develop over time, possibly to a more technical support position or, perhaps into something along the advisory route. The options are open to you in this role.

Other Client Services Administrator duties and responsibilities would include:-

• Data collation to support suitability reports
• Responding to client and service provider queries
• Booking/hosting appointments and meetings
• Writing reports (training given)
• Assisting with fund switches (training given)

As you will be speaking with customers via calls and emails, potentially meeting them when they visit, your professional and polite customer service style will be needed at all times.

Additionally your natural focus of attention to detail will also be required as you will potentially be handling sensitive and personal information. 

Hours of work and schedule 

Monday to Friday – 09.00 – 17.00  

Salary and benefits

A start rate of £30-34,000 DOE + annual review (discretionary) + Training & Development plan – Holidays 24 days + bank Holidays + Pension (auto enrol following probation).

The successful candidate will have the following attributes:

Clear, confident communication with your service customers and colleagues.

As a representative of the company be professional and present a smart image to customers.

Self-motivated, reliable, and proactive.

Additional Benefits:

• Company events
• Company pension
• Free parking