Client Service Administrator

NC Associates

  • Ramsbottom, Greater Manchester
  • £27,000 per year
  • Permanent
  • Full-time
  • 23 days ago
  • Apply easily
Client Services Administrator / Ramsbottom - North Manchester / Permanent Role / Salary £25,000 - £27000 Dependent on Experience + Excellent Benefits / Full Time Office BasedClient Services Administrator Benefits
  • Salary - £25,000 - £27,000 Dependent on Exp
  • Annual Bonus
  • 25 Days Holiday
  • Pension
  • Free Parking
  • Study Support
Client Services Administrator RoleNC Associates are working exclusively with a long-established financial services organisation based in Ramsbottom North Manchester to assist in recruiting a Client Services Administrator. This is a great opportunity to work for a prestige organisation which can build on your existing experience. They are looking for someone who has previous experience within administration, excellent communicational skills both written and verbally as well as having the ability to work under pressure. As a Client Services Administrator you will be working within a small team and reporting directly into the Director.Client Services Administrator Responsibilities
  • Provide pre- and post-sales administration support to Para-planners/Advisers including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreements, Obtaining Provider Application Forms, setting up virtual files for new clients, obtain valuations of existing client policies, obtaining quotes, completing meeting follow ups, completing periodic suitability assessments where policies assessed as suitable, and so on.
  • Provide up to date valuations to Para-planners/Advisers in respect of existing clients.
  • Provide any relevant support information regarding existing clients to Adviser prior to meeting with client.
  • Assist other team members in maintaining an accurate back office system and other client records.
  • Pro-actively enhance industry and company knowledge, through external and internal sources.
  • Participate in appropriate company and departmental training, competence and development initiatives.
  • Answer telephone and deal with initial telephone enquiries.
  • Answer intercom to meet and greet visitors.
  • Carry out other duties as may reasonably be required to support all team members
Client Services Administrator Experience Required
  • Excellent communicational skills both verbally and written
  • Good systems experience with both Excel and word documents
  • Ability to work to tight deadlines and working under pressure
  • Previous experience within the financial services sector would be desirable
  • Excellent team player .
What's on Offer?This is a really good opportunity to work with a long established organisation which is known to develop its staff, you will gain invaluable experience while working in an excellent and friendly office and have the opportunity to work very closely with directors. Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - 07879-626-501 or email

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