Job Information

An Independent Financial Advisers in Altrincham are seeking a new Client Services Administrator.

The purpose of the role is to support the Financial Planning Administrators in providing efficient administrative support to the Financial Planners. 

Your tasks will include but not be limited to:

• •                 Composing and issuing letters of authority
• •                 Preparing all periodic valuation reports for client meetings
• •                 Communicating market developments, portfolio changes and annual performance information to Advisors
• •                 Ensure that client records are updated as required
• •                 Collate information and documentation for the Financial Planning Administrators

Please Call/Text/Whatsapp Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.