Client Services Administrator

4 Days Old

Flexible working & homeworking available Our client, an award winning and chartered firm of financial planners are looking to recruit a Client Services Administrator to join their central London based team. This is a first class opportunity to develop your technical skillset within a reputable team of professionals. Our client is also interested in speaking with candidates who are also looking to move into paraplanning in the future. Duties & responsibilities will include (not limited to): To provide support to Paraplanners & Financial Planners Attending client meetings alongside the Advisers To be the first point of contact for clients To process new business applications across the key financial products Ensuring that financial transactions are completed correctly & compliantly Preparing for client review meetings Acquiring client portfolio valuations The candidate: Minimum of 2 years + IFA/ financial planning administration experience ( essential ) Studying towards level 4 diploma (desirable) Excellent knowledge of provider platforms What’s on offer: Starting basic salary of up to c £38,000 + bonus Flexible working & homeworking available c 10% bonus 25 days holiday rising + option to buy F...
Location:
London
Salary:
£32,000 - £40,000 per annum
Category:
Customer Service & Support

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