Job Information

Working in partnership with a large financial planning and investment company in Coventry, I am currently recruiting for a Client Services Administrator to join a busy hardworking team.

As a Client Services Administrator you will support the Financial Advisers with all Client Servicing and Business Processing administration work, 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 IFA Administrator must have either provided similar support within a Financial Planning company or will have administration experience within a relevant Product Provider environment.

Good knowledge of Investments is Desirable.

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 Rebecca Hunt For further information please contact me on 0161 638 8627, email rebecca.hunt@cameron-james.co.uk