Client Services Administrator.

Posted 19 June by Cameron James Easy Apply Featured

Working in partnership with a reputable Financial Planners I am currently recruiting for a Client Services Administrator to join their Bolton based support team.

As an Client Services Administrator you will support the Financial Advisers with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.

Duties will include but will not be limited to;

  • Processing Business
  • Valuations
  • Quotations
  • ISA and Pension Transfers/Switches
  • Issuing Letters of Authority
  • Preparing and Maintaining Client Files

The successful Client Services Administrator must have either provided similar support within a Financial Planning company, or will have administration experience within a relevant Product Provider environment.

In return you will receive a generous salary which will be based on and dependent entirely upon your experience and capabilities.

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Richard Kunman.

Required skills

  • Client Services Administrator

Reference: 35431929

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