- Job reference
- Epsom, Surrey, United Kingdom
- Start date
- To be arranged
- Administration & underwriting jobs / IFA jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
£20,000 to £27500 + benefits inc pension scheme and bonus.
My client is a successful UK and international financial planning firm and through expansion they require an additional client services administrator to join the team. Your main role is to support the financial planners in administering UK and cross border financial planning arrangements whilst liaising with the administration team to offer the highest level of service to the company clients.
You will be liaising with the advisers to ensure individual cases are completed accurately and quickly. You will also be expected to keep up to date, compliant and knowledgeable on current products, techniques, legislation, qualifications and courses required by the company or the industry.
You should have a min of 3 years experience and have excellent communication skills.
The company is a growing, meritocratic organisation and support staff with gaining qualifications and progression.