Job Details

Client Services Administrator

Sector:Financial Services

Region : North West England

Location: Preston

Salary: £19,000 - £25,000

Job Ref.: RK0381FS

Job Information

Client Services Administrator Vacancy in an Independent Chartered Financial Planners in Preston. Full time or Part time. Starting salary of up to £25,000 depending on experience (Pro Rata for Part Time). Full study support towards Chartered. Position available due to growth.

Working in partnership with a reputable Independent Financial Planners in Preston I am currently recruiting for a Client Services Administrator to provide full support to their Independent Financial Planners.

The successful Client Services Administrator will be someone who is highly organised, able to work on a variety of tasks and has a fantastic eye for detail.

Duties will include but will not be limited to;

• Processing new business
• Fund switches and withdrawals
• Updating CRM
• Producing valuations
• Other general administration duties

Apply now or for further information please contact me on 0161 638 8627, email