Senior Client Services Administrator

Posted 17 September by Cameron James
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Working in partnership with an Independent Financial Planners in Manchester I am currently recruiting for a Senior Client Services Administrator to join a smaller team within a fast paced, professional environment.

As a Senior Client Services Administrator you will support the Financial Planners with all Client Servicing and Business Processing - 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
  • Suitability Report Writing


The successful Senior 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 salary of up to £28,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.

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

Reference: 36131174

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