Client Services Administrator - Taylor James Professional Recruitment : Job Details

Flexible working & homeworking available

Our client, an award winning and chartered firm of financial planners are looking to recruit a Client Services Administrator to join their central London based team.

This is a first class opportunity to develop your technical skillset within a reputable team of professionals.

Our client is also interested in speaking with candidates who are also looking to move into paraplanning in the future.

Duties & responsibilities will include (not limited to):

• To provide support to Paraplanners & Financial Planners
• Attending client meetings alongside the Advisers
• 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

The candidate:

• Minimum of 1 year 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 £37,000 + 10% bonus
• Flexible working & homeworking available
• c 10% bonus
• 25 days holiday rising + option to buy
• Full study support
• Company pension
• Social events
• PMI
• Subsidised gym membership
• DIS x 4
• Dental/ health

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Matthew Biddle on LinkedIn.