Job Information

Working in partnership with an Independent Financial Planners in Altrincham 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 £22,000 (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.