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.
The Directorate PA will provide a full and comprehensive administrative service to the Head of Operations/Directorate Management Team and manage and co-ordinate the administration in the Secretariat, ensuring the most efficient and effective use of resources.
Working pattern: Monday to Friday, 09:00am - 17:00pm
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.
Posted by Tradewind Recruitment • £90/day to £115/day
Key Responsibilities
Administration: General office duties, maintaining school records, and managing day-to-day operations.
General
If you have strong business administration qualifications, excellent communication skills, and a working knowledge of SIMS, this is the ideal opportunity for you!
We are seeking a highly skilled and experienced Senior School Administrator to join our reputable school in Prestwich, Bury.