Client Servicing Administrator

3 weeks ago


Elland, United Kingdom Symphony Financial Advisers Ltd Full time

**Client Servicing Administrator (full-time)**

We are currently seeking an administrator to work within our Client Servicing team on a full
- time basis at our financial advice practice based in Lowfields Business Park, Elland.

Individuals will be responsible for the administration and accurate inputting and processing of data in order to prepare advisers for their client meetings.

The following skills and experience are required:

- Grades A - C in GCSE English and Maths (or equivalent)
- Experience of working in a financial advice practice (preferrable)
- A high level of attention to detail
- General administrative duties
- Dealing with incoming/outgoing calls
- Accurate inputting skills
- Ability to retrieve/analyse data
- Previous office experience including use of Word and Excel
- The ability to learn new systems and processes quickly

Full in-house training will be given on all systems and procedures required to perform the role.

Salary and hours are negotiable.

Please forward CV to:
Mrs Karen Guy, Director & Office Manager, Symphony Financial Advisers Ltd
Brindley House, Unit H6, Premier Way, Lowfields Business Park, Elland, HX5 9HF

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

**Salary**: £18,000.00-£24,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- On-site parking
- Wellness programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

**Experience**:

- administration: 1 year (required)

Work Location: One location


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