Client Services Administrator Vacancy - Wolverhampton - £25,000-£27,000
A Financial Advisers in Wolverhampton are seeking an additional Client Services Administrator to complement their existing team. You'll be joining a business who have been providing quality financial advice for over 20 years and encourages professional development, provides training and opportunities to progress within the business.
As a Client Services Administrator you will help arrange client meetings, onboard new clients and process LOA's and other regulatory documentation. You'll prepare the client meeting packs, obtain accurate policy information, produce valuations and generate illustration reports. Then once the Advice has been given you'll process any new business, transfers or fund switches, and prepare post advice letters.
To be successful you will need to have done a similar Client Services Administrator role previously, where you were directly supporting Financial Advisers.
Benefits and additional info:
- Starting salary circa £25,000-£27,000
- Study materials and exams paid for so you can pass the Level 4 Diploma in Regulated Financial Planning (DipPFS)
- Internal training and accreditation scheme
- Opportunities to progress into Paraplanning
- Yearly bonus linked to company profit
- 25 Days holiday plus bank holidays
- Pension
- Private Health Care after successful completion of probation period
- Private Medical Insurance cash plan covering additional areas including dental/opticians
- Office hours are 8.30am to 5pm with an early finish on a Friday
For more information apply and we'll contact you prior to forwarding your CV to the employer.