Client Services Administrator

Job title: Client Services AssistantLocation: KendalAdecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR and Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do?Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion.Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents.Co-ordinate with providers regarding clients'' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary.Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance.Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources.Handle enquiries from insurance companies and clients as far as possible, providing accurate information, ..... full job details .....