Job Information

Client Services Administrator Vacancy – Chorley - £20,000-£25,000

A Chartered Financial Planners in Chorley is currently seeking a new Client Services Administrator to join a busy team within a fast paced, professional environment.

As a Client Services Administrator you will support the Chartered Financial Planners with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.

Duties will include but will not be limited to;

• ·        Processing Business
• ·        Valuations
• ·        Quotations
• ·        ISA and Pension Transfers/Switches
• ·        Issuing Letters of Authority
• ·        Preparing and Maintaining Client Files
• ·        Prepare Cases For Paraplanning 

The successful Client Services Administrator will have provided similar support within a Financial Planning company.  

In return you will receive a salary of up to £25,000 plus support towards achieving industry relevant qualifications.

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

Or apply now!