SonicJobs Logo
Left arrow iconBack to search

Senior Client Support Administrator

Allerton Park Recruitment Solutions
Posted 4 days ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£24,000 - £30,000 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The position is for a Senior CS Administrator with a salary range of £35K - £40K plus discretionary bonus and benefits.
  • The role is with a successful Financial Planning practice looking to expand its team.
  • Key responsibilities include supporting a Director and clients, business processing, and preparing necessary documentation.
  • Candidates must have at least three years of relevant administration experience in Financial Planning.
  • The position offers full training, career growth opportunities, and support for industry exams.

Senior CS Administrator - Basic £35K - £40K + Disc Bonus and Benefits.

A successful and high quality Financial Planning practice is looking for an additional Senior Administrator to join their team.

This role will have primary responsibility for supporting a Director and Clients as part of a fully developed Financial Planning team.

Role duties include business processing and monitoring, preparing illustrations and paperwork, proof reading reports and assisting in the preparation of routine advice letters, extensive Client liaison, Adviser support and administration.

This role provides full training and a development program, genuine career growth options (including Paraplanning) and full support with industry exams.

You will need to be highly motivated and have at least three years of relevant Financial Planning based administration experience.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.