Financial Services Administrator

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team. Working hours - Monday to Friday - initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home). Total Hours per week -37.5 hoursMain ResponsibilitiesSummary of RoleYou will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators. Handle day to day post routines including: -Scanning and filing relevant postFranking and preparing post outGeneral Office Duties including: -Answering calls and taking messagesDealing with client queriesUpdating ''task'' management systemUpdating my clients back-office systemWelcoming visitors, making refreshmentsManaging adviser''s appointments Adviser Support including: -Requesting and collating plan informationAssisting in client meeting preparationPreparing client letters and illustrationsLiaising with clients and providersOngoing Client Reporting and Review Documentation including: -Producing and sending portfolio reports to clientsPreparing review documents for adviserPreparing fund performance ..... full job details .....