Job Details
Client Service Administrator
Sector:Financial Services
Region : Yorkshire & Humberside
Location: North Leeds
Salary:
Job Ref.: SW300FS
Job Information
I have a brand-new opportunity in Harrogate with a very successful practice. They are looking to bring in an experienced Administrator to assist within a busy practice. You will develop in the role and will learn some paraplanning too.Salary is up to £24,000 dependent on your experience, and there is support for progression too.
Your duties will include:
• Using FE Analytics to conduct research
• Using platforms
• Processing new business
• Onboarding new clients
• Liaising with existing client base
• Prepare meeting agendas and client packs
• Some diary management
These are only some of the duties you will undertake, it is a varied and interesting role, you will not be bored!
The successful candidate will have some experience of supporting Financial Advisers, industry qualifications are not a requirement but are advantageous.
For further information please contact me on 0161 638 8627, email simon.wong@cameron-james.co.uk, or APPLY online on the Cameron James website.