Client Services Administrator (entry level) - Taylor James Professional Recruitment : Job Details

Taylor James are partnered with one of London’s most exclusive firms of financial planners to appoint an entry level/ junior IFA administrator to join the team on a permanent basis.

Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals.

This is a first class opportunity for someone looking to build a career within the financial services market.

Duties & responsibilities will include (not limited to): Full job spec is available on request

• To provide support to Paraplanners & Financial Planners
• Meet and great 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
• Other general office duties as required

The candidate:

• Recent graduate (desirable)
• Some relevant industry experience (desirable)

In return this entry level role is offering a basic salary of c £25,000 (negotiable) + attractive bonus’, full study support & a fantastic benefits package.

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