We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
Elevate your career in client services administration with a pivotal role that places you at the heart of company coordination and execution.
A prestigious organisation is in search of a seasoned Senior Client Services Administrator to lead the orchestration of company programmes, ensuring top-notch communication and operational efficiency across various departments and key stakeholders.
With a generous salary bracket of £28,000 to £30,000, dependent on experience, and the flexibility of working hours between 9am-5pm or 8am-4pm, Monday to Friday, this position offers a harmonious work-life balance.
Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Have an understanding of 3rd party providers platforms and processing times.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
As part of our continued growth, we are seeking a dynamic and customer-focused individual to join our team as a Customer Service Advisor.
My Client is a prestigious law firm dedicated to providing exceptional legal services to our clients.
With a commitment to professionalism, integrity, and excellence, we strive to deliver unparalleled legal solutions tailored to meet the unique needs of each client.