Client Services Administrator

Recruiter
Reed Insurance
Location
Christchurch
Posted
14 Apr 2018
Closes
17 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Client Services Associate to be based in the businesses Christchurch office.

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.

The Role...
- 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

Desirable Skills...
- Experience using Adviser Office
- Excellent written and verbal communication skills
- Use of initiative
- Organised with excellent time management

Please apply online or contact chez.rudiak@reedglobal.com directly.

Reed Specialist Recruitment Limited is an employment agency and employment business

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