Overview

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

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