Job Details

Client Services Administrator

Sector:Financial Services

Region : North West England

Location: Stockport

Salary: £19,000-£21,000

Job Ref.: 0810

Job Information

 Client Services Administrator Vacancy – £19,000 to £21,000 – Stockport – Independent Financial Advice Practice

 

This Independent Financial Advisers is seeking additional support due to a significant increase in workload. This is a sizable firm with a good support team of individuals with varying levels of experience and abilities which should help you settle in quickly. As well as good structure and clear lines of communication.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;

                 Being first point of contact for all clients.

                 Providing an excellent level of administrative support to the IFAs

                 Dealing with client/provider queries over the phone and via email

                 Managing your individual workload by using the personal diary system

                 Issuing and chasing client Letters of Authority to providers and collating once received

                 Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms

                 Producing valuations of a client’s portfolios

                 Scanning and filing documentation electronically

                 Answering the door and greeting visitors/clients in an appropriate, professional manner.

                 Assisting with reception duties/ general office administration where required.

 

There are clear lines of progression within this firm 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 or to discuss this opportunity please call Richard on 07852419897 or email richard.kunman@cameron-james.co.uk

 

Or apply now.