Job Details
Client Services Administrator
Sector:Financial Services
Region : North West England
Location: Newcastle-Under-Lyme
Salary: £20,000 - £25,000
Job Ref.: 3w42646d70
Job Information
Working in partnership with a Chartered Independent Financial Planners in Newcastle-Under-Lyme I am currently recruiting for a Client Services Administrator to join a smaller team within a fast paced, professional environment.As a 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
The successful 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 £25,000 (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.