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Client Support Administrator

Client Support Administrator

Job Title: Client Support Administrator
Contract Type: Permanent
Location: Chester
Industry:
Salary: £18000 - £25000 per annum, Benefits: PENSION, HOLIDAYS, BONUS POTENTIAL
Start Date: ASAP
Reference: HS9191
Contact Name: Helen Spriggs
Contact Email: helen.spriggs@bwd-search.co.uk
Job Published: September 11, 2018 17:51

Job Description

CLIENT SUPPORT ADMINISTRATOR FINANCIAL SERVICES CHESTER - Salary up to £25,000 dependent upon experience. Excellent benefits including  Flexible working hours if necessary.

BWD are delighted to working on behalf of a well respected firm of Independent Financial Advisers within Chester, Cheshire.
This is the perfect opportunity if you work within the Financial Services industry already and you are looking for a firm who who is growing and who offers support with examinations.

On a daily basis, this is a snap shot of what the role will include:
  • Preparing files for appointments – to include detailed investment schedules, fund performance statistics and investment valuations.
  • Research – Researching the market using appropriate research tools to identify suitable solutions for the client, obtaining quotes, illustrations and applications, obtaining and preparing past performance detail
  • Processing new business on line and paper based, for life, pensions, investments etc

In order to apply you will need to have:

  • Experience of working for an IFA practice and supporting Paraplanners and Financial Services
  • The ability to undertake Letters of Authority
  • Experience of preparing Valuations
  • Preparing packs for Financial Advisers
This is a lovely practice, where there is genuine growth and people who will support you through your career.

In order to find out more, please contact Helen Spriggs on 0113 4260775