Posted by Artemis Recruitment Consultants Ltd • £28K/yr to £32K/yr
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Reed Specialist Recruitment are proud to be representing a privately owned financial planning and discretionary investment management house, who are looking for a Client Services Administrator to join their team in Whiteley.
Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.
After being founded in 2004, they have grown organically and through a small number of carefully integrated acquisitions.
Financial Planner Join a Dynamic, Growing Team in Surrey
We're offering a unique opportunity to join a leading Financial Planning firm in Surrey, where you'll step into an established client bank and have the chance to grow your portfolio in a supportive, forward-thinking environment.
Are you a driven and ambitious Financial Planner looking to take your career to the next level?
To provide exceptional customer service and foster excellent working relationships with external clients and internal clients/contacts providing a first-class level of service to everyone, showing professionalism and displaying a friendly, helpful disposition both locally and across the firm.
There are two elements to the role with both the external and internal roles being a combined role:.
General
Working within the print and post room and archiving and desk delivering services to our internal clients.