Our client, a leading Financial Services firm based in the Sheffield is looking for a Client Communications Administrator to support the advisers & paraplanners across the business.

Main Responsibilities:

  • Providing professional customer service to new and existing clients via telephone, email and face to face when required
  • Using financial planning software to create, record and update client records and ensuring these are kept up-to-date including GDPR
  • Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information
  • Preparing client valuations, application forms and meeting documentation for annual reviews
  • Handling all aspects of social media
  • Company website updates, assisting with the content and ensuring this is fit for purpose
  • Manage marketing strategies and campaigns for existing and prospective clients
  • Assist with event planning and communication projects

Job Requirements:

  • Must have Financial Planning Administration experience (minimum 12 months)
  • Have a good knowledge of mail merge campaigns, marketing and willingness to learn about our service offerings
  • Able to use all Microsoft systems such as word, excel and publisher

The CLARC Guarantee – we 100% guarantee that your CV will never be sent to a client without your prior expressed permission so all of your details are totally secure with us.

Before applying for this position you need to submit your online resume. Click the button below to continue.