Financial Services Administrator
3 weeks ago
This Client Support Administrator role in Weybridge is an exciting opportunity 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
Client Support Administrator Requirements
- Ideal candidates should have 3+ years' experience of office administration
- Ideal candidates should be qualified to GCSE or A level standard
The Company
This respected financial advisory business prioritizes client relationships and provides high-quality financial advice and bespoke wealth management. They write high levels of advice while maintaining a friendly approach.
Client Support Administrator Benefits
- 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 part of a small and successful team that work closely together to achieve great results
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