Job Information

A Chartered Independent Financial Advisers in Manchester is seeking a new Client Support Administrator. The purpose of the role is to work alongside the existing support team and provide direct support to the company’s Financial Advisers.

Your tasks will include but not be limited to:

• •                 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
• •                 Issuing and chasing client Letters of Authority to providers and collating once received
• •                 Processing and monitoring new investments and pensions business using a variety of 3rd party provider platforms
• •                 Producing valuations of a client’s portfolios
• •                 Conducting product and fund research
• •                 Writing suitability letters
• •                 Maintaining accurate client records

Benefits and details

• ·        Great opportunity to build a career within the Financial Services sector
• ·        A chance to work for a company with great future prospects
• ·        Options for support towards study for recognised financial services qualifications as your career develops
• ·        Working hours 9am – 5pm Monday to Friday
• ·        HR contributes 5% into your pension (After 3 months)
• ·        2x Salary Death in Service (After 3 months)
• ·        22 days holiday plus bank holidays. (At Christmas the office shuts down for a week, but you only have to use 2 of your holidays to have the whole week off)
• ·        Bonus Scheme
• ·        Each exam passed you can get a bonus of up to £100 per exam

Please call/text/whatsapp Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.