Client Services Administrator
3 days ago
An excellent opportunity has arisen for an Client Services Administrator to work within a highly successfu Wealth Management firm - a great chance for someone looking for their next career step. The role will include full support with a journey towards becomingDiploma qualified and beyond.
This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within this exciting and buoyant industry. You will receive full support for exams, pension and excellent benefits. The role requires an individual who hasthe ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines and looking for long term progression within the business.
**Main responsibilities are**:
- To provide efficient administrative support to a number of Financial Advisers
- To be a point of contact for clients, life offices and members of the business
- Maintenance of all administration systems, ensuring all client data is accurate and up to date
- Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA’s
- Assist with the management of the IFA’s portfolio of existing business
- Ensure appropriate documentation is scanned and attached to the relevant client records
- Prepare new business and review packs for IFA client meeting.
- Minimum of 12 months experience in providing administrative support within a Financial Planning firm
- Knowledge of Pensions and Investments
- A professional and personable communicator who is comfortable dealing with clients
- Strong attention to detail and a good level of numerical skills
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Ifa Client Administrator
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Tunbridge Wells, United Kingdom Anthony Alexandra Full timeAn excellent opportunity has arisen for an IFA Client Administrator to work within a highly successfu Wealth Management firm - a great chance for someone looking for their next career step. The role will include full support with a journey towards becomingDiploma qualified and beyond. This is a genuinely exciting opportunity for an ambitious individual who...
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Service Administrator
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Customer Service Administrator
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Experienced Private Client Administrator
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Experienced Private Client Administrator
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Administrator - Financial Services
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Events Administrator
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Tunbridge Wells, Kent, United Kingdom Blue Pelican Group Full timeJob SummaryBlue Pelican Group, a renowned law firm in Tunbridge Wells, is looking for a skilled Private Client Legal Secretary to join their busy team. As a key member of the legal department, the successful candidate will provide administrative support, ensuring effective communication and efficient workflow.Job DescriptionResponsibilities include:Providing...
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Customer Service Administrator
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