Client Liaison Administrator

2 weeks ago


Harrogate, United Kingdom Hutchinson Wealth Management LTD Full time

**The Opportunity**

An exciting new opportunity has arisen for a Client Liaison Administrator to join a busy and growing team within Hutchinson Wealth Management LTD, who are a highly successful Appointed Representative of St. James’s Place Wealth Management PLC. We are in the process of expanding our business and this is an exciting time to join our growing team.

St. James’s Place Wealth Management PLC (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James’s Place Wealth Management has funds under management in excess of £140bn.

The office is easily accessible from motorway/rail and neighbouring towns. This is an exceptional opportunity to join a reputable firm who believe in employee development.

**The Role**

You will be responsible for booking client review meetings with existing clients for the current advisers in the office. There is no sales or cold calling involved. You will also provide efficient support to the Client Service Manager and the rest of the office, which may include handling client queries, greeting clients and preparing refreshments, administration duties, and preparing and posting client communications.

**The Person**

**How to apply**

Please send your CV and a cover letter explaining why you think you are the right fit for the role.

**Salary**: £23,000.00 per year

**Benefits**:

- On-site parking

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

**Experience**:

- customer service: 1 year (preferred)

Work Location: One location



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