Client Services Administrator

Cameron James
17 Feb 2019
13 Mar 2019
Contract Type
Full Time

Working in partnership with a reputable Independent Financial Advice practice I am currently recruiting for a Client Services Administrator to join their Wirral based team due to a sustained period of growth.

As a Client Services Administrator you will support the Independent Financial Advisers with all Client Servicing and Business Processing administration work, 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

The successful Client Services Administrator must have either provided similar support within a Financial Planning company.

As this business grows they are keen to 'upskill' all staff so in return for your efforts you will receive a generous salary, circa £25,000, and the business will pay for and support your studies towards the Diploma in Financial Planning.

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

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