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Client Support Administrator

  • Location

    Sheffield

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £18000 - £23000 per annum, Benefits: Pension, Holidays, Parking

  • Contact:

    Helen Spriggs

  • Contact email:

    helen.spriggs@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    HS9222

  • Published:

    9 months ago

  • Duration:

    n/a

  • Expiry date:

    2018-08-06

  • Startdate:

    ASAP

  • Consultant:

    #

Client Support Administrator Sheffield - Salary up to £23,000 and excellent Benefits including Pension and Parking.

BWD are delighted to be working in partnership with a Sheffield based IFA practice who are looking to recruit an Administrator in order to provide support to the Financial Advisers.

On a daily basis you will be required to:


  • Provide full support for both new business applications and ongoing reviews
  • Conduct illustrations and valuations
  • Prepare review packs and assistance with research of plans and fund performance and all general administration
  • Build relationships with clients/providers/internal staff

In order to apply you will need to have the following:

  • A minimum of 1 years experience as a Financial Services Administrator 
  • Have a good understanding of software platforms and strong MS Office experience
  • A proven track record in taking ownership for resolving client enquiries promptly and professionally 

In return you will have the opportunity of being part of a well established team, and have a management team who will fully support personal development.
A competitive salary in line with your experience and a range of benefits.

To find out more please contact Helen Spriggs on 0113 4260775 or email your cv to apply.a33wmm8qi5@bwd-search.aptrack.co