Client Services Administrator/Manager - Financial Planning
- Hot New Career role for someone with Industry Experience *
Superb company - established >30 years, growing practice with several industry awards!
Reputable employer - work-life balance, modern working environment, hybrid working policy, + employee benefits!
Busy and varied role - client interfacing, producing documentation and working alongside esteemed advisers/planners!
Apply with your CV, or better, call us to avoid missing out!
This would be an ideal role for a candidate with administrative/client services experience in the financial planning/advice sector seeking a local career move, with future scope!
Joining a thriving practice with a great reputation and exciting future plans, this is a crucial role in their client servicing and administrative function.
Day to day, you will be involved with:-
- Client Management - assisting book yearly and ad hoc review meetings;
- Document Administration - producing documents for meetings including fact finds, suitability letters, projection;
- Risk/Compliance - client onboarding, compliance check completions, fulfilling regulatory processes;
- Transaction set up, processing and amendments;
- Handling product and account queries;
- And much more!
Mon-Fri 37,5 hr
£37-40,000 + benefits inc generous holiday, company pension, hybrid working, parking in T Wells (!), and much more!
Chance to pursue training and qualifications!
Nearby to Tunbridge Wells - accessible easily by train, bus and car!
If you have experience in a relevant role/sector, apply now with your CV, or call Miles at Recruitment Solutions in Tunbridge Wells to discuss!