Posted by Service Care Solutions - Legal • £22K/yr to £25K/yr
Key Responsibilities
Provide administrative support to the Private Client team.
General
Here at Service Care Solutions we are working with a reputable law firm who are seeking a dedicated Private Client Administrator to join their team.
This is a fantastic opportunity for someone looking to make a significant impact in a dynamic environment, working full time in the office, within a permanent post.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.
Posted by Personnel Selection • £25K/yr to £27K/yr
We are an award winning and growing financial services organisation and have an exciting opportunity to join the business on a permanent basis to work as an Administrator providing administration and customer service support to our sales department and external clients and 3rd parties.
The purpose of the Administrator role is to deal with all incoming calls from our intermediary partners who have queries and/or administration requests regarding criteria information and support the sales process through administrative duties and answering and managing our front-line telephone enquiries.
This is NOT a sales role and is very much a customer support role within the sales department whereby you are dealing with incoming calls from our existing clients with queries on our products, processes and the mortgage sales process relevant to them.
On behalf of our client, we are looking to employ a highly driven Client Services Administrator to join a team at an exciting time of growth and development.
Looking for someone with a proven track record in customer care who is methodical, highly organised, results driven and comfortable working in a fast-paced environment.
You will play a significant role in the organisation's development and in turn will have the opportunity for career development and on-going learning.