Client Services Administrator

At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers. We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds. If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.About the RoleThe purpose of this role is to provide outstanding customer service and admin to our Clients. The role requires strong back-office administration skills with customer service being delivered in an upbeat tone of voice which reflects our modern ‘can do’ culture.As a regulated business, much of this service needs to be carefully delivered to agreed compliance and service standards and a fundamental part of the role is to maintain exemplary client and business records. Responsibilities: Proactively manage PAT and Client Services inboxes Direct contact with Product Providers to fact find, chase LOA information and charge forms along with resolve queries to ensure timely delivery of our services and SLAs Provide Admin Support to the Personal Advice Team using our Internal process and systemsKeeping clients up to date on the progress on their service caseEscalation of queries received and any activity where there is doubt about the resolution Adhere to all process and procedures and highlight any flaws or issuesImplement our clients advice on third party systemsEnsuring that the FCA requirements are fully adhered to (customer and business records, file maintenance, terms of business, key facts documents)Ensure that all telephone calls and emails to the company are handled appropriatelyHandle administration of all incoming postMyEva Employer Data to include joiners, leavers and update any relevant inhouse systems Process all Annual Review invitations/cases on Intelligent OfficeAdhere to all Information Security policies and proceduresAbout YouSkills:Demonstrate Wealth Wizards core values (PEARH)Exceptional attention to detail and accuracyStrong administrative skillsExcellent organisation/time management skillsAble to communicate and/or present credibly and effectively at all levelsCapable of managing changeGood standard of IT literacy Ability to learn new IT systems as requiredAbility to use excel to a high standard eg VLOOKUP'sExperience: Understanding of Financial Services – preferably in the regulated financial advice sectorExperience in a customer service environment, preferably in an internet based businessEvidence of business administration and/or customer service activities undertakenExperience using Intelligent Office preferred but not essentialHighly Competent in ExcelOur BenefitsFlexible workingWe prioritise a sustainable work/life balanceWe have a collaborative learning culture that promotes psychological safety25 days annual leave plus every bank holidayCompany pension (up to 10% employer contribution)Company performance based Bonus schemePaid day off to celebrate your birthdayAdditional holiday purchase (up to 5 days per year)Additional holidays for length of service (up to 3 days)Private medical insuranceDental and health cash plansEnhanced parental leave and payDiscounts on gym membership and health screeningEmployee assistance programmeLife assurance of 4x basic salary£500 pension advice per year6 paid days per year for self development£500 individual training budget per yearProfessional memberships fundedSalary sacrifice car schemeCycle, Home & Tech scheme Please note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to provide sponsorship or consider applications from individuals outside of the UK for this role. Originally posted on Himalayas