Client Administrator

Recruitment Connection Ltd
Published
20th January 2022
Location
Epsom, United Kingdom
Job Type
Salary
Up to £31,000 + bens
Reference
5132
Region
South East

Description

Client Administrator

Surrey

Negotiable basic up to £31,000 and benefits including + group PHI, DIS and pension

My client is an established Chartered IFA practice looking for an experienced administrator to  provide high-level support for the company’s Financial Planners and Paraplanning Department, and utilising a wide range of technical specialist knowledge and office skills to deliver a high-quality service to the company’s clients.

Main duties

  • Manage Administration workflow using a diary system
  • Maintain back-office system to ensure policy and communication information is up to date
  • Obtain LOA from clients letters
  • Obtain valuations for regular reports and Annual Reviews
  • Providing clients with updates and ensuring client queries are dealt with in a timely, professional and friendly manner.

They are looking for

  • strong organisational & efficient time management skills ideally from an IFA
  • self-motivation and able to prioritise.
  • and experience of platforms.

Ref: 5132

Related Jobs

Share this page: