Manage day-to-day client interaction by phone, email and video conference as required.
SF Recruitment have partnered with an organisation in Coventry (CV2) who are recruiting an Administrator on a temporary basis until the end of the year at least.
Responsibilities will include
Deal with customer enquiries, orders, and queries competently & quickly.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.