Client Support Associate

4 weeks ago


Sale, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Sale
£25000 - £28000
14/02/2023
NJR13556

DESCRIPTION

Personal Assistant / Administrator - Financial Services
Location: Sale

**Salary**: £25,000 - £28,000

Our Client is an established firm of Financial Planners based in South Manchester, specialising in Pensions and Investment Advice. A fantastic opportunity is available for an experienced and knowledgeable Personal Assistant / Administrator to join their established team.

To join as a key part of this team you will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will relish getting things organised and getting the job done, have a 'hands-on' approach and be capable of independently completing required functions, whilst
providing a high quality administrative & sales support to a demanding and very busy Financial Adviser.

**Responsibilities**:
Provide sales support, obtain quotations, administer new business
Produce valuations and process plan changes and existing business enquiries
To maintain all necessary registers and records
Adhere to and satisfy all compliance requirements
To liaise with colleagues and clients in a professional efficient manner
To willingly undertake any training required and ensure that personal
Knowledge and skills are kept up to date
Make suggestions for improvement where this would benefit the future

For further information please contact one of our specialist consultants quoting REF: NJR 13556



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