Job Information

Working in partnership with a very reputable Financial Planners in Knutsford I am currently recruiting for a Client Services Administrator to join their friendly and highly skilled team. .

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 £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.