The role

• As Client Services Administrator, you'll play an important part in supporting advisers and clients across pensions, investments and life assurance. You'll manage client cases from application through to completion while ensuring records, documentation and regulatory requirements are handled accurately. Manage client documentation and keep records accurate and up to date.
• Prepare and process client application forms on behalf of advisers.
• Manage new business cases across pensions, investments and life assurance.
• Track applications from initial submission through to policy issue.
• Liaise with clients, advisers, internal teams and external providers by phone and email.
• Keep clients updated on applications and help resolve day-to-day queries.
• Support AML, KYC and other compliance requirements when processing business.
• Provide wider administrative and operational support across the team.