Client Services Administrator

Location: North LondonJob Type: Full-timeWe are seeking a dedicated Client Services Assistant to support a team of financial advisers in meeting their FCA regulatory obligations and ensuring excellent client service is maintained across the company.This role is ideal for someone with a keen eye for detail and a strong understanding of financial services on-the-job training will be provided.Day-to-day of the role:Work closely with three financial advisers to ensure compliance with FCA regulatory obligations and ongoing client commitments.Complete post-meeting tasks, including updating of MI data and information.Attend client meetings to assist with information gathering and clarification of existing information, enabling the delivery of advice and recommendations.Ensure client files are up-to-date, including following up on outstanding information or details missing from existing files.Maintain professionalism and courtesy in all dealings with customers.Update Factfinds and the IO (back office) system, including tasks and notes.Assist with ad-hoc tasks and requests as needed.Required Skills and Qualifications:High School education is essential; a University Degree is desirable.Working knowledge of Microsoft Office suite.Experience or knowledge of IFA/Financial Services products is preferable but not required.Excellent communication skills.Strong attention to detail and analytical ability.Flexibility and adaptability in dealing with various clients and scenarios.Self-motivated ..... full job details .....