Client Support Technician

Job Title:
Client Support Technician

Altrincham Office

Responsible To:
Client Support Manager

Responsible For:
No direct reports.


To provide financial administrative support to Independent Financial Advisers and the Client Support Manager in delivering whole of market financial planning advice and implementation.  Provides support and activities as required across the company and specifically in the area of new business and workplace pensions.

Products supplied by the Company include mortgages, investments, pensions, protection, Auto Enrolment, Wills and trusts.

Dealing with routine correspondence including contact with clients, their advisers and product providers both by postal  correspondence, fax, e-mail and telephone

  • Diarise and follow up new business and fees/commissions through pipeline, and matching unallocated fees/commissions
  • Assist other admin members with the preparation for client reviews and assist with follow up
  • Check and Issue policy documentation including downloading online documentation
  •  Assist the CSM and IFA in attending to remedial tasks after case review
  •  Assisting with the AJ bell quarterly cash checks
  •  Complete activities diarized in IO and ensure tasks remain up to date
  •  Updating and maintaining customer databases
  •  Requesting/generating mortgage and protection illustrations
  •  Adherence to all Company policies and procedures
  •  Submit new business for mortgage and protection for processing, including the preparation of suitability letters/reports for approval by the IFA and completion of standard IO tasks
  •  Assist with ongoing servicing requests from clients in relation to investment and pension business
  •  Auto enrolment – processing the paperwork and setting up the scheme.  Assist the IFA with ongoing servicing
  •  Any other relevant duties as required

The above duties and responsibilities are intended to represent current priorities and are not meant to be an exhaustive list.  The post holder may from time to time be asked to undertake other reasonable duties and responsibilities and work flexible at times to support the needs of the business.  The Job Description will be reviewed regularly and as required in conjunction with the post holder.  Any changes will be made in discussion with the post holder according to business needs.

Please click here for the person specification for the role.




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