As a Client Services Associate you will be working alongside the other 3 administrators to provide pre and post sales administration to advisers and ensuring all client documentation is compliant and upto date.
This is a full time position, 35 hours per week, paying a salary circa £22,500+
The ideal candidate will have previously been in a similar role in a IFA Practice or Provider and have upto date industry knowledge with a passion for a career in Financial Services.
- Maintain accurate client documentation
- Pre and post sales administration
- New business applications
- Prepare and carry out valuations
- Ensure adviser diaries are managed and upto date
- Point of contact for client, adviser or provider queries
- Deal with commission queries
- Compile client packs
- Fact Finds
- Experience using Adviser Office
- Excellent written and verbal communication skills
- Use of initiative
- Organised with excellent time management
Please apply online or contact email@example.com directly.
Reed Specialist Recruitment Limited is an employment agency and employment business
Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.Report this job