Client Administrator roles and responsibilities include:
Working alongside and reporting directly to the Paraplanning Manager and supporting the day to day administration of existing client enquiries, producing reports, booking in client meetings, chasing product providers and updating clients on progress of both new and existing applications. Supporting the Paraplanners within the firm and assisting the Financial Advisers on day to day requests.
Office based, Monday to Friday 9am to 4.30pm.
Looking to fill the vacancy as soon as possible with immediate start available.
Job Type: Full-time
Pay: 24,500.00-25,000.00 per year
Benefits:
Company pension
Free parking
On-site parking
Work Location: In person
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