Client Services Administrator
other jobs Taylor James Professional Recruitment
Added before 9 Days
- England,South East,East Sussex,Eastbourne
- full-time
- £28,000 - £35,000 per annum
Job Description:
Flexible working & homeworking available
Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join their Eastbourne based team.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
*To provide support to Paraplanners & Financial Planners
*To be the first point of contact for clients
*To process new business applications across the key financial products
*Ensuring that financial transactions are completed correctly & compliantly
*Preparing for client review meetings
*Acquiring client portfolio valuations
*Basic paraplanning duties (full training provided)
The candidate:
*c2 years + IFA/ financial planning administration experience (essential)
*Studying towards level 4 diploma (desirable)
*Excellent knowledge of provider platforms
What’s on offer:
*Starting basic salary of up to c £40,000
*Flexible working & homeworking available
*28 days holiday + bank holidays
*Full study support inclusive of training courses
*Pension
*DIS X 4
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join their Eastbourne based team.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
*To provide support to Paraplanners & Financial Planners
*To be the first point of contact for clients
*To process new business applications across the key financial products
*Ensuring that financial transactions are completed correctly & compliantly
*Preparing for client review meetings
*Acquiring client portfolio valuations
*Basic paraplanning duties (full training provided)
The candidate:
*c2 years + IFA/ financial planning administration experience (essential)
*Studying towards level 4 diploma (desirable)
*Excellent knowledge of provider platforms
What’s on offer:
*Starting basic salary of up to c £40,000
*Flexible working & homeworking available
*28 days holiday + bank holidays
*Full study support inclusive of training courses
*Pension
*DIS X 4
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
Job number 1766305
metapel
Company Details:
Taylor James Professional Recruitment
Company size: 5–9 employees
Industry: Recruitment Consultancy
Taylor James is a specialist recruitment partner to the financial services industry. Our tailored approach enables us to source the highest calibre of...