Job Information

Working in partnership with an Independent Financial Planners in Manchester City Centre I am currently recruiting for a Senior Client Services Administrator following a period of sustained growth within the business.

As a Senior Client Services Administrator you will join a National business and work within a smaller friendly support team, and provide the Financial Planners with all Client Servicing and Business Processing administration/support work. You will ensure that 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 Senior Client Services Administrator must have either provided similar support within a Financial Planning company.

In return you will receive a generous salary which will be based on and dependent entirely upon your experience and capabilities.

For further information please contact me on 0161 638 8627, email richard.kunman@cameron-james.co.uk, or APPLY NOW!