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Cameron James
,
Altrincham, Greater Manchester
Client Services Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
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.