Client Servicing Administrator

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What''s most important is the desire to learn, and build a worthwhile career.Hours: 5 days per week - Monday to Friday - 9am until 5pm Salary; £24,000 Contract type: Permanent Benefits; 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)NHS Top up Medical Cash Plan (increasing with length of service)Gym membershipFree onsite parkingBike to work scheme Exam support and fundingInhouse development path for those that want to develop throughout the various roles Team socials Role purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business''s Financial Advisers and wider business. Key Duties and Responsibilities:Prep of meeting packs (new and review)Completion of Annual Review letters within timescale Completion and updating of client personal information and details Completion of Fund switch letters within timescaleCompleting client change requests in contributions/bank details/address''sDiary ManagementAppointment booking via telephone and emailReview and overdue meeting managementAdding leads and prospects to the systemWithdrawals - taking client instruction and completing security checks Online access registeringPre population of client information in various key ..... full job details .....