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Client Services Administrator

7 months ago


Wakefield, United Kingdom NJR Recruitment Full time

We are delighted to be recruiting for a nationally recognised firm of Financial Advisers who are looking to expand their Adviser Support team based in Wakefield.

What's in it for you?

Study Support

25 days Holiday + Bank Hols

Bonus Scheme

Pension

Free Parking

Excellent career progression

And so much more

Some duties include:
Preparing meeting packs for client meetings

Diary management and booking appointments

Liaising with clients, providers and other 3rd parties

Dealing with post meeting paperwork

Updating client details on the back office system

What we are looking for:
Excellent telephone manner

Working to high levels of accuracy

Extremely professional attitude

Experience in telesales or appointment making desirable, but this is not a sales role

Experience working in an office is essential - ideally in a financial planning environment.

We are looking for someone who is genuinely interested in a career in financial planning, if this is you, please contact NJR Recruitment for more information quotingWe are delighted to be recruiting for a nationally recognised firm of Financial Advisers who are looking to expand their Adviser Support team based in Wakefield.

What's in it for you?

Study Support

25 days Holiday + Bank Hols

Bonus Scheme

Pension

Free Parking

Excellent career progression

And so much more

Some duties include:
Preparing meeting packs for client meetings

Diary management and booking appointments

Liaising with clients, providers and other 3rd parties

Dealing with post meeting paperwork

Updating client details on the back office system

What we are looking for:
Excellent telephone manner

Working to high levels of accuracy

Extremely professional attitude

Experience in telesales or appointment making desirable, but this is not a sales role

Experience working in an office is essential - ideally in a financial planning environment.

We are looking for someone who is genuinely interested in a career in financial planning, if this is you, please contact NJR Recruitment for more information quoting NJR14674

FIN1

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

Pay: £19,000.00-£24,000.00 per year

Work Location: In person

Reference ID: NJR14674