Kind Consultancy is working with a wealth management firm which is currently seeking a Client Services Administrator to join them in a full-time, permanent role in their West Midlands offices paying up to £30,000 dependent on experience.

The Client Services Administrator will focus on day to day administration relating to Life, Investment and Pensions, with key responsibilities including:

• Submitting new online applications / top ups and processing paper-based applications for Life, Investment, Platform and Pensions business
• Ensuring all supporting documentation is maintained
• Maintaining and updating trackers and spreadsheets as required by the Client Services Manager
• Running comprehensive IO activities for new business, top us and policy variations
• Recording fees, payaways and splits on IO
• Maintaining up-to-date knowledge through product and market research
• Ensuring relevant CPD is maintained and recorded
• Overseeing the management of Annual Reviews and Portfolio Reviews
• Handling other administrative requests, as directed by the Client Services Manger

For the Client Services Administrator opportunity, we're looking for candidates who:

• Have a good understanding of the process of providing compliant financial advice to clients
• Have previous experience of administrative work within Financial Services
• Have previous experience of working with IO (Intelligent Office/Intelliflo Office)
• Have a good awareness of FCA regulations and guidance, including TCF and Financial Crime

If you're interested in the Client Services Administrator role, you are based in the West Midlands and you have the necessary skills, knowledge and experience, please apply with an updated CV today.