Job Information

An IFA in Newcastle-Under-Lyme are looking for a Client Services Administrator to fulfil a 1 year fixed term contract providing full administration support to their Independent Financial Advisers.

Salary between £20,000 and £24,000

Working with a very busy office you will be responsible for a client bank serviced by two advisers and your main duties will include;

• Client liaison
• Preparation of portfolio valuations for client meetings
• Preparation of client documentation
• Processing new business
• Maintaining accurate computer records
• Investigating client plans with product providers
• Assisting in suitability report construction
• Corresponding with clients and providers

This role can also include fund research, cash flow forecasting and fact finding for experienced candidates, or progression to these aspects.

The role is 9am to 5pm, Monday to Friday, 1 hour for lunch. 25 days holiday per year.

To be successful you will need;

• Experience working within a Financial Advisers doing a similar role previously

If you would like to know more, please search ‘Cameron James Professional Recruitment` and call and ask for Richard.

Or apply now.