Client Support Administrator
Home Based
Reporting to the Head of Client Support
You will be responsible for:
- To support all client facing aspects of the business in compliance with the company procedures and rules.
- To work closely with the advisors and provide them with administrative support.
- To keep advertising and new business registers up to date on a weekly basis.
- To complete anti money laundering requirements for clients.
- To organise market reviews, send out quote requests, chase insurer responses, enter financial information into suitability reports and create these for the advisors.
- To respond to client administrative requests or questions that don’t require advice.
- To liaise with clients regarding administrative issues, send requests for member data, insurers accounts, adding and removing employees from policies.
- To provide an quick, happy and helpful level of service to our clients.
- Provide a second point of contact for client support.
- To assist in the preparation of PowerPoint, Word and Excel presentations, reports and general client communications.
- Answer phone calls, make appointments with clients and attend online meetings.
- To assist with dealing with new business enquiries and general sales activity.
About You
- Employee benefits knowledge and/or financial services experience will be very useful.
- Good written and verbal skills are required together with computer literacy and experience of using Microsoft applications such as Word, Excel, PowerPoint & Teams.
- The keys to this role are organisation, the ability to work to deadlines, excellent telephone and email manner with clients.
- To provide a professional and amiable service to support and enhance the reputation of the business, and to work well with colleagues.
We provide our clients with levels of support that they should receive but don’t from the providers.
The role is home based and communication within the business will mainly be by phone, email and Microsoft Teams. A laptop will be provided.
The firm is regulated by the Financial Conduct Authority. Training will be given upon starting work regarding anti money laundering procedures, data protection etc.
Travel to some face to face internal company meetings (these are usually in central London) will be required and possible attendance at some client meetings either online or in person.
4 hours per day, Monday to Friday. Ideal hours 10 – 2 during the day with some possible negotiation.
There is some flexibility regarding the number of hours and the potential for full time work in the future.
Salary £12 – £13 per hour
Benefits include:
- Matching Employer pension contribution up to 8%
- 25 days leave plus Bank Holidays
- Group Life Assurance / Death in Service cover
- Income Protection Cover – This is a long-term sickness policy provided by an insurance company should an employee be unable to work due to ill health for a sustained amount of time.
