Client Servicing Administrator

3 weeks ago


Bournemouth, United Kingdom FTA Financial & Wealth Management Full time

We are a well-established and experienced firm providing financial advice to high-net-worth clients all over the country. The offered position is a client servicing administrator to add to our growing team, supporting the advisers and providing a high standard of service to our clients.

The responsibilities involved in this role include:

- Working with the advisers to help deliver prompt and quality customer services and information
- Client contact for meeting arrangements, advice follow ups and information
- Answering the phone, dealing with and directing calls
- Assisting the advisers to develop business opportunities with clients
- Contacting product providers re client servicing tasks
- General administrative duties

**Job Types**: Full-time, Part-time

**Salary**: £22,000.00-£26,000.00 per year

**Benefits**:

- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Bournemouth, BH4 9BA: reliably commute or plan to relocate before starting work (required)

Work Location: One location



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