Job Details
IFA Client Services Assistant
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Leatherhead
Salary: neg DOE
Job Ref.: CL2410ADC
Job Information
We are recruiting for an IFA Client Services Administrator for a highly successful firm of Wealth Managers based in Leatherhead whose values are people focused on everything they do investing in progression.The role of Client Services Administrator:
To act as initial point of contact for clients with Administration matters.
To Prepare valuation reports and review packs for clients providing accurate information
New business processing
Letters of authority to providers
Update Database and spreadsheets accurately.
Ad-hoc client requests i.e. fund switches, withdrawals and personal data etc.
Administrative support to IFA’s
Salary neg
For a full job description and company information please apply on-line or contact Cameron James.