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Client Services Administrator

Client Services Administrator

Taylor James Professional Recruitment

Posted 9 days ago, valid for 19 days

Eastbourne, East Sussex BN21 1SN, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Our client, a reputable financial planning firm, is seeking an experienced IFA/Client Services Administrator to join their Eastbourne team.
The role involves supporting paraplanners and financial planners, being the first point of contact for clients, processing new business applications, and preparing for client review meetings.
Candidates should have at least 2 years of IFA/financial planning administration experience and ideally be studying towards a level 4 diploma.
The position offers a starting salary of up to £40,000, along with flexible working options, 28 days of holiday, and full study support.
Additional benefits include a pension plan and death in service cover at 4 times the salary.

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 £40,000
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.

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