Client Service Administrator
This Client Service Administrator role in Castle Bromwich is available within a highly recognised firm for their growth and high-quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.As a Client Service Administrator, you will be providing support to clients regarding inquiries, performing administration duties. Also, you will be supporting the Paraplanners and Financial Advisers to provide great service to clients.The duties include:Client service dealing with client queries, phone and email.Placing new business onto various platformsDealing with policy servicing for clientsPreparing client filesSupporting Financial Advisors and Paraplanner''sCollating quotes and valuationsClient Service Administrator Requirements You should have experience as an Administrator within a financial planning firm.You should have excellent communication skills.You should have good time management skills.The CompanyThis independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA''s plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisers services over £500m FuM with desire to grow further.Client Service Administrator BenefitsSalary of £28,000-£30,000Plus, 3% and 5% pension contribution, 4x DIS, 25 days holiday plus bank holidays and your birthday off and financial support towards ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!