Remote Working
2 months ago
**plus Bonus, Full or Part Time pro rata**
With exciting plans for their future, my client, a London based independent financial planning firm are looking to recruit an experienced individual as Client Service Manager to support a small well-established wealth management team and to add value tothe business, making this role their own
Opportunity Highlights
- This is a highly responsible role with a long-term future supporting the admin function
- Role offers full involvement from being first point of contact for clients, providers and advisers, new business, preparing draft client reports and letters, executing transactions on provider platforms, producing accurate valuations, automation of clientcentric workflows
- Remote working ( 2 London based meetings in various top restaurants per month)
- Full time or 4 days per week
- Performance based Bonus
- 3-5 years IFA Admin experience
- Experienced XPlan user advantageous
- Role could take on Operations aspects
If you are looking for a business where you feel valued, supported and are able to have a voice and be noticed for your hard work and commitment, call Camilla Howden to discuss this opportunity in greater detail.
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