On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers.
The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude.
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
Bury - Up to £32,000 per annum
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
We are currently working with one of our long standing clients in the Bury location to assist with the recruitment of a Client Support Executive.
The main purpose of the job is to support the growth strategy in the division by identifying and capitalising on opportunities to increase levels of business and servicing the clients needs in line with contractual commitments.
You will be working within a busy sales and customer service environment delivering high quality service.
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced and self-motivated Investment Administrator who is detail-focused to join their investment team.
In this role, you will play a vital part in supporting the financial advisers and ensuring the smooth operations of client's portfolios.