Client Services Administrator

Recruiter
Anthony Alexandra
Location
Bushey, UK
Salary
Competitive
Posted
17 Jun 2019
Closes
01 Jul 2019
Ref
1168029546
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A successful and thriving leading Independent Financial Advisers that offers advice to individuals, trustees and business owners, is looking for an experienced Client Services Administrator to join their ambitious team.

The ideal Client Services Administrator will be dedicated to the Financial Services sector as a professional with a mature outlook.

This Client Services Administrator role offers a fantastic opportunity within a growing organisation with industry-leading expectations.

Client Services Administrator would be responsible for a range of tasks including:
  • Supporting Financial Advisors
  • Processing new business applications and preparing client valuations
  • Processing and submission of new business and policy tracking
  • Preparation of annual reviews for Advisers client's meetings
  • Quotes and assisting with product research and financial reports.

This is an ideal opportunity for a Client Services Administrator keen to build upon your existing skills, knowledge and experience within the IFA sector.

Client Services Administrators to be considered should have the following experience and qualifications:
  • Over 3 years' experience working within an IFA environment
  • Previous experience processing applications and preparing suitability letters
  • Good knowledge of all Investments, Pensions and Protection Products
  • Financial Planning qualifications would be an advantage

This is a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with attractive employee benefits packages. Our client will offer significant support towards Financial Planning qualifications in order to progress into a Paraplanner position.

Keywords

IFA Administrator / IFA Sales Support / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / New Business / Letters of Authority / Valuations / Diploma / DipFA / Client Services / Intelligent office / Adviser office / Avelo / x-plan / Iress / Admin

Commutable from:

Borehamwood / Elstree / Watford / Bushey / Rickmansworth / Potters Bar / Radlett / St Albans / Barnet / Enfield / Hendon / Wembley / Harrow / Hemel Hempstead / Harpenden / Welwyn Garden City / Hertford / Edgware / Finchley / Northolt

For more information on our services, visit anthonyalexandra.com

Similar jobs

Similar jobs