Client Services Administrator; Financial Advisory

Client Services Administrator (Financial Advisory)

38,000- 42,000 + Bonus + Company Benefits

City of London

Are you a Client Services / Office Administrator from a Financial Planning background? On offer is a varied and rewarding role where no two days will be the same within a bespoke, close-knit Firm known for supporting and developing their staff in a role offering ongoing opportunities to grow your skills and a bonus to increase your earnings.

The close-knit Advisory Firm have seen ongoing stability since their establishment 20 years ago whilst building a loyal client base across numerous sectors. Due to an ever increasing workload they are looking to welcome an additional member into their collaborative team of 13 in Central London.

In this engaging role you will primarily support Advisors with their day-to-day responsibilities including processing documentation for new and existing business and preparing financial illustrations and advice. You will also regularly liaise with clients and suppliers in addition to undertaking general office administration work.

This role would suit a Client Services Administrator or similar looking for a varied position within a well-established firm offering the chance to work as part of a supportive and friendly team and increase your earnings through a bonus.

The Role:

• Manage and process client documentation - new and existing business
• Liaise with clients and provide caring service to their needs
• Prepare illustrations, advice and recommendations
• Assist financial advisors in day-to-day function
• Monday-Friday 8:30am-5pm

The Person:

• Client Services / Office Administrator or similar
• Financial Advisory background
• Commutable to City of London

Reference number: BBBH
23519

Admin, Administrator, Office, Financial, Advisor, Advisory, Finance, Client, Services, Project, CRM, Reports, Financial Services, Central London, City of London, Soho, Blackfriars, Waterloo

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

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