Client Services Administrator - Financial Planning Firm
Up to 27,000
Located in Altrincham
A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers. With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development.
A new opportunity is now available for an Administrator to join their professional Bolton office. Providing direct support to a Financial Consultant, and working alongside a team of Administrators the successful Candidate will be responsible for;
" Preparing pre-meeting documentation for the Adviser
" Processing new business applications
" Creating Client Valuations & Illustrations
" Chasing Letters of Authority
" Liaising with Product Providers & third parties
Candidates applying must have previous experience working for a firm of Financial Planners. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning.
Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.
NJR 15079