Financial planning firm who provide clear, honest and life changing financial advice to a ever-growing long-term bank of clients are on the lookout for a Client Relationship Manager (IFA Administrator) to join their team due to a long term member of staff shortly retiring.
You will be working to support the business financial planners with all areas of client administration, ensuring a smooth service is provided and that clients feel comfortable. You will be working on Wrap Platforms including Transact, Fidelity, Aviva and Fusion and ensuring that the business back office system Enable is up to date. Experience in using Adobesign, FE Analytics and The Exchange is desirable.
My client will consider very strong administrators without a financial services background.
In return you will receive a salary of upto £28,000 offering hybrid working between Eastbourne 2-3 days a week and home (after 3 month probation). You will receive a annual profit related bonus, with 20 days holiday, Group Income protection and Life Insurance schemes (after probation) and the chance to opt in to Private Medical Insurance plan with Vitality, Aviva pension scheme/ salary exchange, and any progression into further qualifications if desired.
Please apply online for further information.