Client Services Administrator

Recruiter
Reed
Location
Bournemouth, UK
Salary
Competitive
Posted
16 Jun 2019
Closes
26 Jun 2019
Ref
1166794054
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a well known wealth management practice with offices nationally offering financial services advice on financial planning, taxation, investment management and workplace financial well being to a variety of clients throughout the UK with over £1 billion under management.

A opening within Bournemouth for a experienced Client Services Administrator has arisen.

Duties:

Dealing directly with clients and advisers

Helping advisers prepare for client meetings

Point of contact when resolving client queries

Project work

Ensuring all information is collected from clients and inputted onto back office database

Skills:

Strong IT knowledge or experience

Knowledge of investment products ISAs, Pensions, Bonds

Ambitious to progress within Financial Planning

Any industry relevant qualification's are desirable

Excellent team player and fast thinker

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