Connecting...

Back to results list

Client Services Administrator

Location: BOURNEMOUTH, DORSET, UNITED KINGDOM Salary: 24,000.00-26,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 9 days ago Reference: X3-233688

My client is a well known wealth management practice with offices nationally offering financial services advice on financial planning, taxation, investment management and workplace financial well being to a variety of clients throughout the UK with over £1 billion under management.

Working in the Bournemouth area you will be working in a largescale team providing a 5* administrative service to both financial advisers and clients.

Duties:

Dealing directly with clients and advisers

Helping advisers prepare for client meetings

On boarding and administration of clients

Point of contact when resolving client queries

Project work

Ensuring a client file is compliant and ready to be passed to the paraplanning team

Ensuring all information is collected from clients and inputted onto back office database

Skills:

Strong IT knowledge or experience

Knowledge of investment products ISAs, Pensions, Bonds

Ambitious to progress within Financial Planning

Any industry relevant qualification's are desirable

Excellent team player and fast thinker

Similar jobs