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Client and Adviser Support Administrator

Location: CITY OF LONDON, LONDON Salary: 25000.00 - 35000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 3
Posted: 9 months ago Reference: 3319318
Client and Adviser Support Administrator | City of London

Based in lovely offices in London, we are currently recruiting for a Client and Adviser Support Administrator to work alongside the internal distribution team.

As a Client and Adviser Support Administrator you will work closely with the Wealth Planners; playing a key role in ensuring that both Wealth Planners (and most importantly their clients) are fully supported from new business through to on-going client reviews, ensuring paperwork, files and operating systems are kept up to date, accurate and compliant. You will also explore opportunities for referrals and professional connections adding value to the achievement of overall business targets both locally and across the wider business.

Key to this role will be your strong administration skills, your attention to detail and your ability to liaise and build strong relationships with clients and both internal and external parties.

This would be a great role for candidates who have experience of working within the Financial Services sector (e.g. Wealth Management / Insurance/ Protection) who want to work in a great team environment and would like to gain a wider knowledge of Wealth Management/Investment products.

Candidates must be willing to study for the CII Certificate in Financial Administration.

Candidates with experience of Personal Pensions, ISA’s, General Investment Accounts and On-Shore Bonds would be of particular interest.

To apply, please get in touch

020 7220 4777 |

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