Client Service Administrator

Salary: £26,000 p/a

Hours: 8:30am - 5 pm, Mon - Fri / Initially office based until probation passed, then 2 days WFH.

About the role:

Offer administrative assistance to the Planner and Technical Support team. Represent the Company positively. Always prioritise customer service and show empathy towards customers’ needs.

Responsibilities:

• ?????Develop a deep understanding of the sales process, client file requirements, and FCA guidelines.
• Deliver a personalised and high-quality service that meets client expectations.
• Acquaint yourself with each client’s unique circumstances, goals, and timelines to provide customised service.
• Retrieve information from providers about clients’ current financial arrangements and prepare valuations.
• Record all client details and history in the back-office system.
• Assemble all necessary documents and ensure the New Business pack is complete before submitting applications to providers.
• Efficiently manage and oversee an individual case list, including new business cases, ensuring tasks are completed accurately.
• Act as a primary contact for client inquiries.
• Handle correspondence with clients and providers.
• Ensure client files are compliant with regulations.
• Prepare review packs in advance of client meetings.
• Follow Company and FCA procedures at all times.
• Perform additional administrative duties as needed on a daily basis.

Experience:

• Must have experience within administration
• Exceptional organisational skills
• Excellent communication skills, both written and verbally
• Experience with Microsoft Office

This role offers full sector specific training, you will be able to progress into the Client Support role. Along with heaps of progression, this position has brilliant benefits on offer, including: On-site parking, social events, company pension, 25 days holiday + BH (with buy and sell option), hybrid working (after probation) and more!

Please apply below or give the Exeter office a call.