Senior Administrator / Account Manager

Job reference
Esher, Surrey, United Kingdom
Start date
To be arranged
Administration & underwriting jobs / Other jobs
Contract type(s)
Full time / Part time
Date posted

Senior Administrator / Account Manager


£35,000 To £45,000 and benefits

Full or Part Time

My client is a long established Chartered IFA practice providing sophisticated, bespoke independent financial advice and related services to private and corporate clients.

This is an important role in the business with responsibility for providing efficient professional support to the company’s Financial Advisers. As an Account Manager you be expected to develop professional relationships with colleagues, clients and product providers alike to ensure the streamlined and smooth running of the service to clients. The majority of your time will be dealing with clients of the business.

Experience within the financial services industry is essential and the skills required are as follows:

  • advanced computer skills – experience of Microsoft Word and Excel
  • experience of completing research and reports for investment and pension scenarios
  • good standard of English and maths
  • personal drive and enthusiasm to develop knowledge and skills

This is a great opportunity for a dynamic individual looking to progress. They offer a competitive salary and attractive benefits package, with bonus potential, along with study support.

Ref: 5011

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Recruitment Connection
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