Job Details

Senior Client Services Administrator

Sector:Financial Services

Region : North West England

Location: Manchester

Salary: £25,000 - £28,000

Job Ref.: 34a3087v79

Job Information

Working in partnership with an Independent Financial Planners in Manchester I am currently recruiting for a Senior Client Services Administrator to join a smaller team within a fast paced, professional environment.

As a Senior Client Services Administrator you will support the Financial Planners with all Client Servicing and Business Processing - Ensuring high quality work is produced and an excellent service is provided to their clients.

Duties will include but will not be limited to;

• Processing Business
• Valuations
• Quotations
• ISA and Pension Transfers/Switches
• Issuing Letters of Authority
• Preparing and Maintaining Client Files
• Suitability Report Writing

The successful Senior Client Services Administrator must have either provided similar support within a Financial Planning company, or will have administration experience within a relevant Product Provider environment.

In return you will receive a salary of up to £28,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.