Client Services Administrator

Posted 18 days 21 hours ago by Cameron James

£20,000 - £23,000 Annual
Full Time
Banking & Financial Services
Cheshire, Altrincham, United Kingdom, WA14
Job Description

An Altrincham based Financial Advisers is currently looking for a Client Services Administrator to join their support team.

  • Salary £20,000 to £23,000
  • Industry leading training and development

As a Client Services Administrator you will support the Financial Advisers with all Client Servicing and Business Processing tasks including;

  • Processing new and ongoing business
  • Valuations
  • Quotations
  • Investments and pension transfers, switches and withdrawals
  • Issuing Letters of Authority
  • Updating policy information
  • Liaising with Financial Advisers, clients and providers
  • Preparing and maintaining client files
  • All general administration work

The successful Client Services Administrator must have either provided similar support within a Financial Advice company or will have administration experience within a relevant Product Provider environment.

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Richard Kunman.

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