Job Information

An Altrincham based Financial Advisers is currently looking for a Client Services Administrator to join their support team.

• Salary £20,000 to £23,000
• Industry leading training and development

As a Client Services Administrator you will support the Financial Advisers with all Client Servicing and Business Processing tasks including;

• Processing new and ongoing business
• Valuations
• Quotations
• Investments and pension transfers, switches and withdrawals
• Issuing Letters of Authority
• Updating policy information
• Liaising with Financial Advisers, clients and providers
• Preparing and maintaining client files
• All general administration work

The successful Client Services Administrator must have either provided similar support within a Financial Advice company or will have administration experience within a relevant Product Provider environment.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.