Job Information

 Client Services Administrator Vacancy – £20,000 to £22,000 – Northwich – Independent Financial Advice Practice

 

This Independent Financial Advisers is seeking additional support due to a significant increase in workload. You will be joining a smaller yet very experienced support team who support one another to ensure that all work is completed correctly and within agreed timescales. You will have the opportunity to take responsibility for your own workload and be a proactive member of the team.

 

This is a great opportunity to be involved in all aspects of the administration process and would therefore suit someone who enjoys a busy and varied working day.

 

Tasks include;

•                 Loading tasks into work queue from post and incoming emails

•                 Speaking to providers for updates on client transfers and valuations

•                 Dealing with all aspects of the administration for the advisers

•                 Communicating all updates and any changes to the advisers

•                 Handle all general enquires

•                 Keying on new business applications and following up with the respective providers

•                 Issuing LOA’s to providers and following up for the full policy information

 

There are opportunities here for those who want to work hard and prove they can take on more complex and technical work, and opportunities to work towards industry relevant qualifications.

 

To be considered for this role you will need to have some Client Services Administration experience. 

 

For more information search ‘Cameron James Professional Recruitment’, call and ask for Richard.

 

Or apply now.