Client Services Administrator - Taylor James Professional Recruitment : Job Details

Flexible working & homeworking available

Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join their Eastbourne based team.

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request

• To provide support to Paraplanners & Financial Planners
• 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
• Basic paraplanning duties (full training provided)

The candidate:

• c2 years + 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 £35,000
• Flexible working & homeworking available
• 28 days holiday + bank holidays
• Full study support inclusive of training courses
• Pension
• DIS X 4

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