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Client Support
3 months ago
**CLIENT SUPPORT - IFA Firm**
**Manchester City Centre**
**Up to £25,000 + Benefits + Exam Support**
NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester City Centre. In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since.
Our Client provides advice on a wide range of areas including; Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, Business Protection and Corporate Benefits. An opportunity is available for an experienced and technically minded Senior Client Support to join the team. Daily duties will be varied and consist of;
- Acting as a point of contact for clients
- Obtaining all pre-sale documentation including quotations etc
- Product and fund research
- Collating information from product providers on clients existing arrangements
- Preparing client review documentation/valuation reports
- Processing switches, surrenders, withdrawals & servicing requests
- General administration and office duties
- Updating and managing the client database
NJR 12552
**Salary**: Up to £25,000.00 per year
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Manchester City Centre, Greater Manchester: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Reference ID: 12552
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