Job Information

PA / Client Services Administrator Vacancy : Wirral - £23,000 plus benefits including free on-site parking.

Working in partnership with a reputable Independent Financial Planners on the Wirral I am currently recruiting for a PA / Client Services Administrator.

You will be situated within a team of experienced Administrators and Paraplanners and will work alongside one in particular to help provide full support to the MD who is a successful Financial Planner.

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
• Diary Management
• Liaising with clients and providers

The benefits

• Competitive starting salary
• Full training and development
• Support towards DipPFS qualifications
• 21 days holiday (+1 every year until 25 days, +1 every quarter based on attendance)
• Sick pay, Auto-enrolment etc
• FREE ON SITE PARKING

The successful PA / 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.

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