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Client Support

1 month ago

Bolton, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
***

Bolton
£21500 - £25000 26/02/2024
NJR14137

DESCRIPTION

FINANCIAL SERVICES ADMINISTRATOR
LOCATION : BOLTON
FREE PRIVATE PARKING
21,500 - 25,000 + BONUSES + BENEFITS

\" Management of the CRM - Salesforce Database;
- Tracking and monitoring all Adviser activity
- Uploading Adviser documentation
\" Providing support for our Advisers
\" Collating client portfolio information
\" Preparing Client Valuations & Illustrations
\" Answering and directing phone calls
\" Dealing with client queries
\" Diary management for Advisers and Directors
\" Contacting third parties

Offering fantastic development to progress and outstanding in-house training, our Client will fully encourage and support training and exams progression and pride themselves on developing staff and assisting with furthering their careers.

For more information please contact one of our specialist consultants quoting REF: NJR 12192

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