Job Information

I am working in partnership with a highly successful, friendly, family-run Wealth Management practice based in a leafy, picturesque suburb in north Leeds.

There is an opening for an experienced Client Service Administrator.

You will be working within the client service team to provide full administrative support to their financial planners across a full range of financial products.

Duties will include but are not limited to:

• Processing Business
• Valuations
• Quotations
• Maintaining client files
• Issuing Letters of Authority

Experience with Intelligent Office and platforms such as Transact and Parmenian would be advantageous.

Salary for the role is between £22,000 - £26,000 dependant on your experience.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong for further information please contact me on 0161 638 8630, email simon.wong@cameron-james.co.uk