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.