Job Information

Client Services Administrator Vacancy within and IFA. Altrincham. Salary £21,000 to £23,000, and you can realisitcally acheive £23,000 as a starting salary!

 

If you are a working at Financial Advisers or within a SIPP or SSAS provider then this could be the role you are looking for. You’ll be based in Altrincham and whilst your experience will add value straight away, you’ll also get good training from the business and continuous assistance from your helpful and friendly colleagues. You’ll even have the opportunity to take industry relevant qualifications which will be a huge benefit to you and your career!

 

Once you’ve applied and once you’re successful, you’ll be a key part of the advice process and will be:

• •                 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

 

Interested?

 

Click Apply or if you’ve got any questions then email Richard.kunman@cameron-james.co.uk or call, text or Whatsapp 07852419897