Job Information

Client Services Administrator Vacancy – £19,000 to £21,000 – Stockport – Independent Financial Advice Practice – 12 Month Fixed Term Contract

This Independent Financial Advisers is seeking additional support to provide Maternity Cover for the next 12 months on a fixed term contract basis. This is a sizable firm with a good support team of individuals with varying levels of experience and abilities which should help you settle in quickly. As well as good structure and clear lines of communication.

This is a great opportunity to be involved in all aspects of the administration process and would therefore suit someone who enjoys a busy and varied working day.

Tasks include;

• •                 Being first point of contact for all clients.
• •                 Providing an excellent level of administrative support to the IFAs
• •                 Dealing with client/provider queries over the phone and via email
• •                 Managing your individual workload by using the personal diary system
• •                 Issuing and chasing client Letters of Authority to providers and collating once received
• •                 Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms
• •                 Producing valuations of a client’s portfolios
• •                 Scanning and filing documentation electronically
• •                 Answering the door and greeting visitors/clients in an appropriate, professional manner.
• •                 Assisting with reception duties/ general office administration where required.

To be considered for this role you will need to have some Client Services Administration experience or significant product knowledge gained from working within a relevant provider company.  

For more information contact Richard on 07852419897 or email richard.kunman@cameron-james.co.uk

Or apply now.