Administrator – Client Services

Salary: £26,000 – £26,400 per year

Administrator – Client Services

Location: Bath
Full time permanent

Salary: £26,000 – £26,400per year, dependent on experience

A fantastic opportunity for an individual with some experience of business administration, to kick-start a career in the financial services industry, working for an established and fast-growing chartered financial planning firm.

You’ll be working in the Corporate Wealth/Employee Benefits team, providing administration support to the Corporate Financial Planners and assist the team with day to day client administration, whilst delivering excellent service.

What benefits can you expect?

• 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
• Group Life Assurance and Pension Scheme
• Private medical Insurance option
• Group Income Protection
• 37.5 hrs a week but flexible necessarily 9-5
• Training and development

What tasks does this role include?

• You’ll be the first point of contact for all incoming calls and emails from our clients, product providers and corporate financial planners. And will build strong lasting relationships with clients, financial planners and your colleagues
• You’ll manage the group mailboxes, and allocate work where needed
• You’ll provide professional and friendly communications for all comms within the department, responding to enquiries in a promp and efficient manner
• You’ll be responsible for uploading all phone and email notes to the CRM system, as received, complete checks to make sure docs are filed correctly and evidence is on file for all work carried out. Record all client activity
• You’ll work with the Employee Benefits team, Corporate Financial Planners and Client Service Managers to ensure clients receive the excellent customer service they are paying for and expect.
• You’ll complete data requests in a compliant manner, ensure CRM records are up to date/managed and request data from providers when required
• You’ll produce reports by collating information received from client files or providers
• Process new Business applications
• Send confirmation emails to clients confirming schemes that have been set up and next steps
• Completing weekly invoicing for ad hoc/regular clients
• Create renewal tasks on a monthly basis including invoices due
• General admin duties: scanning, printing, filing, photocopying, binding, record keeping, data inputting, typing and any other required duties

What will you bring to the role?

• You will have a good knowledge of Microsoft Office: Word, Excel, Powerpoint and Outlook
• Previous experience of working in an office administration role.
• Experience of delivering accurate, relevant and timely information
• Have at least 5 GCSE’s including Maths and English (A-C grades)
• Have strong interpersonal and communication skills (written and verbal)
• Excellent customer service, planning and organisational skills
• Excellent accuracy and attention to detail and ability to work as part of a team

Desirable, but not essential:

• Previous experience of working in a Pensions or Employee benefits role
• Previous experience of Auto Enrolment schemes
• Previous experience of using Intelligent Office back-office system

Ready to apply?

Hit the apply button below to share your skills and we’ll be in touch soon.

Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly’s Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement.

As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.