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Administration and Customer Service Representative

2 months ago

Leicester, Leicester, United Kingdom Imperial Wealth Advisory Ltd Full time

{"h1": "Client Administrator Role", "p": "As a Client Administrator at Imperial Wealth Advisory Ltd, you will work closely with the Servicing Manager to support the day-to-day administration of client enquiries. Your responsibilities will include producing reports, booking client meetings, and chasing product providers to update clients on the progress of new and existing applications. You will also assist the Paraplanners and Financial Advisers with their day-to-day requests.

This is a full-time office-based role, working Monday to Friday, 9am to 4.30pm.

Key responsibilities:

* Support the Servicing Manager with client administration
* Produce reports and update clients on progress
* Book client meetings and chase product providers
* Assist Paraplanners and Financial Advisers with day-to-day requests

Benefits:

* Company pension
* Free parking
* On-site parking

Schedule:

* Monday to Friday

Work Location:

* In person

If you are a motivated and organized individual with excellent communication skills, we would love to hear from you. Please submit your application, including your CV and a cover letter, to [insert contact information].

We look forward to hearing from you"}