Trainee IFA Administrator

Recruiter
Reed Insurance
Location
Alton
Posted
12 Feb 2018
Closes
15 Mar 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Client Services Manager will be working directly and in support of the Financial Planners, but also for the benefit of our clients and team. Your role will be to manage and support all aspects of the business and this is an integral part of the client experience. Good organisational skills are a must along with some financial services experience is ideal

kills and knowledge

Good time management and organisational skills.
Able to work within a defined process, compliantly and within timescales
Able to prioritise work loads
Have excellent attention to detail and accuracy
Articulate in all dealings with clients and stakeholders, verbally and within written communications
Ability to work independently and within a team.
Ideally experience in the advice market, either with advisers or in investment administration.

Please send your cv to chloe.emmerson@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business

Similar jobs

Similar jobs