Job Description:

Job title: Client Services Assistant

Location: Kendal

Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles.

What You Will Do?

• Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion.
• Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents.
• Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary.
• Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance.
• Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources.
• Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems.
• Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests.
• Produce valuations for clients as required, taking into account each client's service standard, and accurately record all valuations and related notes on company IT systems.
• Update client Factfinds on the IT system after meetings, prepare clients' portfolios, set up all required information, and instigate PFP access with each client as appropriate.
• Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved.
• Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organized client-facing area consistent with company standards.
• Identify any training and development needs required to meet the responsibilities of your role, and complete any additional tasks requested from time to time by management.
• Act as a Consumer Duty Champion on committees and across the business, ensuring decisions and priorities are aligned with Consumer Duty principles and supporting the implementation and annual review of the Consumer Duty framework.

Your Skills

• Demonstrated experience with Basic Word, Excel and Outlook, using these tools confidently for document preparation, data handling, email, and calendar management in a professional environment.
• Excellent customer service skills (both internal and external), with the ability to manage client and colleague interactions professionally, tactfully, and in a manner that supports long-term business relationships.
• Excellent written and verbal communication skills, enabling you to draft clear correspondence, explain information accurately, and communicate effectively with providers, clients, colleagues, and management.
• Strong interpersonal skills, including the ability to work collaboratively, provide constructive feedback, recognize others' achievements, and avoid office politics or gossip in day-to-day interactions.
• At least 2 years relevant administrative experience, ideally within financial services or a similar professional environment, with evidence of working to defined processes and service standards.
• Willingness to participate in learning opportunities/events outside of usual work hours, demonstrating a proactive approach to maintaining product knowledge, system knowledge, and ongoing professional development.
• Business-like approach in both appearance and conduct, consistently behaving professionally, maintaining confidentiality regarding clients and colleagues, and not bringing the company into disrepute.
• Strong organizational skills, including the ability to prioritize daily activities, keep work and client areas clean and tidy, and respond efficiently and effectively to queries while meeting agreed SLA's.
• Proactive problem-solving mindset, taking ownership to minimize problems, researching solutions to challenges or issues, and maintaining a positive attitude to change and a 'Can Do' attitude.
• Flexible approach to tasks and working hours to ensure work is completed and business needs are met, fully supporting the Directors/Management Team and aligning your workload with the company's business strategy and goals.

Benefits

Annual leave is 22 days holidays + bank holidays + currently 3 additional days off between Christmas and New Year, providing a clearly defined and structured entitlement.

The role is covered by a Death In service Scheme, offering a specified company-backed benefit in the event of employee death.

Retirement provision includes a 3% company contribution Pension Scheme, giving a clearly stated employer pension contribution level.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.