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.