Client Services Administrator- Financial Services – J – 645
Medium sized IFA practice who specialise in Pensions and Investments for a large number of private clients are looking to recruit a further administrator for their busy team. The successful applicant will report to the Client Services Manager and will be allocated to two financial advisers, processing new business, producing valuations, client reviews, some illustrations, cash flow modelling, preparing appointment packs for your advisers.
You will get in depth experience of investments and pensions and enjoy a role with lots of variety. The team are busy and you will be organised and expected to manage your own workload and time once fully trained.
Generous Pension, PMI, Cash Plan benefits
22 days holiday, increasing to 25.
Flexible start and finish times.
Full time or 4 day week available.
If you have experience of working in an IFA and would like to know more about this opportunity please apply for further details.
To apply for this position please call the office on 0161 973 0133 or email email@example.com
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