Experienced Financial Planning Administration Support (Client Support)

Leigh, WN7 1AB

Permanent, Full-time, Monday - Friday 9.00 - 17.00 initially but then flexible working/home working may be available once trained

You are also able to work from the other offices once trained.

Salary Band (DOE): £23,000 - £27,300 per year plus Bonus scheme + benefits

An exciting opportunity has arisen for an efficient experienced Admin Support to join our Client Support Team within a successful, forward thinking Financial Planning business with offices in Manchester, Leigh, Bury, Southport and and Nantwich.

The successful candidate will possess a minimum of A-level qualifications, be hard-working, and efficient, familiar with Office 365 and CRM systems and have a great ability to adapt. They will have an appetite for working in a fast-paced environment and be capable of working under their own steam as well as in a team.

This role is based in our Leigh office initially but could be from any location once trained.

KBA’s ethos is we want to “Help people have better lives.” Whether that be our team members, clients and customers or causes close to our hearts. We are a hard working, fast paced team that care about the work we do and each other with an excellent benefits package.

Why not be part of this exciting, growing team who genuinely care about your future and the impact they make on you, the customers, and the communities in which they operate?

We will welcome somebody who enjoys working as part of a friendly team and will use their enthusiasm to reinforce what we already do well and contribute ideas about how we can keep improving our service. We need someone that has a high level of accountability, can organise their priorities in a fast-paced environment and work both on solo projects and as part of a team.

Key tasks and accountabilities for this role:

The role involves working in a small, close-knit team to ensure the efficient and effective management of day-to-day tasks in support of our advisers and their clients. This is a busy, collaborative working environment where team members need to be positive, proactive and combine high attention to detail with a flexible approach to dealing with a varied and interesting range of clients and tasks.

These tasks include, but not limited to:

Prepare first meeting packs for clients and help with events.Produce relevant paperwork and regulatory requirements for the team to present potential solutions to clients.Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.Help with internal administration as required.

Key responsibilities include:

Contacting prospects or clients to arrange meetings and update current information.Manage the delivery of ongoing service requirements, maintaining accurate records.GDPR maintenance.Update the clients in a timely manner.Produce client facing material in preparation for ongoing service meetings.Make changes to client portfolios where required.Answer any customer queries relating to their portfolio.

Additional Responsibilities

Update client files, platform, and provider records where appropriate to ensure correlation with the internal CRM.Provide efficient resolution to client queries and ensure clients receive effective communication regarding case processing.Manage proactive client communications ensuring the practice delivers service requirements in line with the practice client proposition.Liaise with our networks and key providers to ensure all practice material is relevant and up to date and all practice members are aware of changes and updates. Act as the primary point of contact with providers and Openwork for issue resolution and disputes.Lead and develop proactive marketing to new and existing clients, recognising and opportunities and marketing to clients accordingly.Research and evaluate external developments in own specialist area and recommend ways in which the practice may benefit from their implementation.Deliver projects within own specialist area to meet defined business objective.Compliance - understand and adhere to the practice and KBA systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements.Financial Controls – Ensure all expenditure commitments (orders, contracts, budgets etc) and all payments are properly authorised, controlled and monitored, in accordance with delegated authority requirements.

Essential

Experience in a professional services environmentExperience in an administration roleExperience in a customer service roleExcellent literacy and numeracy skillsStrong interpersonal and organisational skillsWorking knowledge of Office 365

Desired

Experience in a financial services administration environment

Other Benefits Include:

Pension Scheme4 x Death in serviceIncome Protection/Long term sick pay25 Days holiday plus Bank HolidaysYour Birthday off

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