Financial Services Administrator
Our client, a well established, successful and highly reputable Chartered IFA firm is looking for an experienced Financial Services Administrator to join their team in a busy, proactive, varied and responsible role.
- Sales support, business processing for protection, tax and trust business
- A high degree of client liaison, verbally and in writing
- Communicating with clients and providers
- Diary management
- Liaising with medical screening company
You must be able to form strong relationships with clients and third parties and be extremely accurate with a strong eye for detail. This role is dealing with HNW clients.