Financial Services Administrator
4 weeks ago
This Client Support Administrator role is available for individuals interested in working within the Financial Services industry.
As a Client Support Administrator, you will be actively supporting their busy Financial Advisors. Your duties will include:
- Preparing information for the Financial Advisor prior to client review meetings
- Actioning required actions on behalf of the Financial Advisor
- Ensuring all systems are updated with completed activities
- Working effectively with the team to provide a quality, consistent approach to clients
- Contacting clients prior to confirm appointments and obtaining any outstanding information
Requirements for the Client Support Administrator role include:
- Ideal experience of 3+ years in office administration
- Ideal qualifications to GCSE or A level standard
About the Company
Premier Jobs UK Limited places client relationships at the heart of their business and has a strong ethos to provide high-quality financial advice and bespoke wealth management.
Benefits of the Client Support Administrator role include:
- Salary of £22,000 - £25,000
- 25 days holiday plus additional 4 given by the company, plus bank holidays
- Office-based role
- Normal office hours (35 hours per week) of Monday to Friday, 9am to 5pm
- Being a key part of a small and successful team
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