Senior Client Services Administrator
Flexible working & homeworking available
Our client, an award winning and chartered firm of financial planners are looking to recruit a Senior Client Services Administrator to join their central London based team.
This is a first class opportunity to develop your technical skillset within a reputable team of professionals.
Our client is also interested in speaking with candidates who are also looking to move into paraplanning in the future.
Duties & responsibilities will include (not limited to):
- To provide support to Paraplanners & Financial Planners
- Attending client meetings alongside the Advisers
- To be the first point of contact for clients
- To process new business applications across the key financial products
- Ensuring that financial transactions are completed correctly & compliantly
- Preparing for client review meetings
- Acquiring client portfolio valuations
The candidate:
- Minimum of 3 years + IFA/ financial planning administration experience ( essential )
- Studying towards level 4 diploma (desirable)
- Excellent knowledge of provider platforms
What’s on offer:
- Starting basic salary of up to c £45,000 + 10% bonus
- Flexible working & homeworking available
- c 10% bonus
- 25 days holiday rising + option to buy
- Full study support
- Company pension
- Social events
- PMI
- Subsidised gym membership
- DIS x 4
- Dental/ health
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
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