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Client Account Manager (Experienced Administrator) Cardiff

Posted 30 January by Recruit UK Ended

Our client is an established and prestigious independent financial advisors firm with over 40 years’ experience in the industry, they are one of the UK’s leading independent providers of financial management, business insurance and personal insurance broking and employment law consultancy.

They are now seeking an experienced administrator to join their Independent Advisors division who as a minimum will be part Diploma Qualified in Financial Planning. You will have experience of providing high quality administrative support in a financial services/planning arena with an appreciation of industry legislation and regulation that may affect the duties undertaken.

The successful candidate will provide support to advisory team and will be expected to interact with clients and providers to collect and collate information in respect of enquiries, alterations and ongoing reviews.

Additionally, you will be expected to check all documentation for accuracy, build good working relationships with insurers, clients and prospects and undertake and participate in work related projects as requested.

This is an excellent opportunity for someone who has industry experience to work for an established financial advisors firm to work in fast pace role with excellent progression opportunities.

In return our client is offering a very competitive salary of between £25,000 and £27,000 based in a modern office just outside of Cardiff.

For further information regarding this role please contact Ryan Bartlett on 01179-170410 (quote - Ref - 12104).

Reference: 34021678

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