Client Services Administrator
Postaladdress Uk, North Finchley, Barnet
Client Services Administrator
£30000-£35000
Postaladdress Uk, North Finchley, Barnet
- Full time
- Permanent
- Onsite working
Posted today, 24 Apr | Get your application in now to be one of the first to apply.
Closing date: Closing date not specified
Job ref: 7e4dec56dc9f402591eeba7a27834a44
Location ref: North Finchley, Barnet
Full Job Description
A varied and hands-on position spanning two key areas - Policy Servicing and Client Reviews Administration. You'll be supporting paraplanners and advisers with day-to-day administration, maintaining the back-office system, processing letters of authority, handling client queries and preparing valuation packs for regulatory review meetings.
- Previous experience in an IFA or financial planning administration role
- Familiarity with back-office systems and provider platforms
- Strong attention to detail and organisational skills
- Confident communicating with clients, advisers and providers
£30,000-£35,000 depending on experience - A supportive team environment within an established, reputable firm
- Exposure to a broad range of financial planning administration If this sounds like the right fit, get in touch today. False