Client Services Administrator
Salary
20,000-25,000
Location
Whiteley
Job Type
Full Time
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Job Title: Client Services Administrator
Industry: Financial Services
Location: Whiteley, Fareham
Salary: £20,000 – £25,000
Job Description:
Recruit UK are working on an excellent opportunity for a Client Services Administrator in Whiteley to join a successful investment company.
This investment management company provide investment management services and financial planning solutions to private clients.
They are a successful privately owned company with several offices in the UK and abroad. Fast growing and dynamic company with an excellent but challenging culture where everyone is part of a team.
They’re looking for a Client Services onboarding Administrator who will be able to progress to a technical admin role. Key areas of responsibility include:
* Onboarding administrator
* Producing packs
* Policy summaries
* Booking meetings and contacting clients
What’s in it for you:
* Competitive salary of £20,000- £25,000 depending on experience
* Exam support
* Generous holiday allowance
* Generous pension contribution
Skills and experience required:
* Delivery orientated and well organised
* Experience in financial services
* General interest in the investment industry
* Experience in an IFA / Wealth Management office
* Experience in preparing or working with MIFID II
* Attention to detail and a real focus on accuracy
* Desire to work hard and succeed in a busy environment
* Strong team player
Recruiters contact info:
Name: Angharad Jones
Email: [email protected]
Tel: 01179170413
Whatsapp/mobile: 07399163970
Job Reference: 13196
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK, we are currently representing a Client Services Administrator role in Whiteley, Fareham to join a successful wealth management company.
Our commitment to you
* Start every journey with a conversation to find out about you in depth.
* Provide honest feedback on where you fit in the jobs market.
* Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
* Take a holistic mindfulness approach – career happiness is rarely just about the money.
* Cover the whole of the UK with a local touch through our regional teams.
* Never pester you.
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.