Categories

Jobs

Real Estate

Vehicles and Parts

Counties

Aberdeen

Aberdeenshire

Angus

Argyll and Bute

Ayrshire and Arran

Banffshire

Bayern

Bedfordshire

Berkshire

Blaenau Gwent

Borough of Rochdale

Borough of Stockport

Bridgend

Bristol

Bristol (County)

Buckinghamshire

Caerphilly

Caithness

Cambridgeshire

Cardiff

Carmarthenshire

Ceredigion

Cheshire

City of Aberdeen

City of Dundee

City of Edinburgh

City of Glasgow

Clackmannan

Clackmannanshire

Clwyd

Conwy

Cornwall

County Antrim

County Armagh

County Derry / Londonderr

County Down

County Durham

County Fermanagh

County Tyrone

Cumbria

Denbighshire

Derbyshire

Devon

Dorset

Dublin

Dumfries

Dumfries and Galloway

Dunbartonshire

Dundee

Dyfed

East Ayrshire

East Dunbartonshire

East Lothian

East Renfrewshire

East Riding of Yorkshire

East Sussex

Edinburgh

England

Essex

Falkirk

Fife

Flintshire

Gateshead

Glasgow

Gloucester

Gloucestershire

Guernsey

Gwent

Gwynedd

Hampshire

Herefordshire

Hertfordshire

Highland

Highlands

Illinois

Inverclyde

Inverness

Isle of Anglesey

Isle of Man

Isle of Wight

Jersey

Kent

Kincardineshire

Lanarkshire

Lancashire

Leicestershire

Lincolnshire

London

Manchester

Merseyside

Merthyr Tydfil

Mid Glamorgan

Midlothian

Monmouthshire

Moray

Neath Port Talbot

Newport

Norfolk

North Ayrshire

North Lanarkshire

North Somerset

North Yorkshire

Northamptonshire

Northern Ireland

Northumberland

Nottinghamshire

null

Orkney

Orkney Islands

Oxfordshire

Pembrokeshire

Perth and Kinross

Powys

Renfrewshire

Rhondda Cynon Taf

Ross and Cromarty

Roxburgh

Rutland

Scotland

Scottish Borders

Shetland

Shetland Islands

Shropshire

Somerset

South Ayrshire

South Glamorgan

South Lanarkshire

South Yorkshire

Staffordshire

Stirling

Stirling and Falkirk

Suffolk

Surrey

Sutherland

Swansea

Torfaen

Tyne & Wear

Tyne and Wear

United Kingdom

Vale of Glamorgan

Wales

Warwickshire

West Dunbartonshire

West Glamorgan

West Lothian

West Midlands

West Midlands (County)

West Sussex

West Yorkshire

Wiltshire

Worcestershire

Wrexham

ADS » NORFOLK » NORWICH » JOBS » #73262

Client Services Administrator
Location: Norfolk, Norwich
Price / Salary: £23000 - £25000/annum Salary is Negotiable DOE
Report this ad
 

My client is a very reputable and well established financial planning and wealth management practice based just seven miles south of Norwich.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.
You will be required to carry out a variety of duties as part of the role in assisting my clients existing Financial Advisers and their current support team.
The Role
This is a wide ranging and interesting position with enormous potential, working within a friendly environment with highly skilled and qualified Financial Advisers, the successful applicants duties would include the following:
* Prepare client valuations and review packs
* Process post-review related paperwork and prepare relevant correspondence
* Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner
* Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures
* Ensure all client records and data are maintained accurately
* Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications
* Send out letters of authority and correspondence to clients, professional introducers and other third parties
* Prepare new client meeting packs
* Other general administration duties as assigned
Experience
* A minimum of 1 year working in an administrative position (is desirable)
* Confident in use of Microsoft Office
* Confident with numbers and working to a high degree of accuracy
* Ability to work unsupervised (following training)
Benefits
Office hours are 9am-5pm, Monday to Friday
Hybrid working is available post probation
28 days holiday, this includes closure between Christmas and New Year
Death in service 4 x salary, Pension
Free Parking (outside office)
Bonus scheme based on company performance, entitlement after probation period completed
Pension is 5% Employee + 5% Employer contribution

Benefits: Salary is Negotiable DOE





Posted 02/02/24, views 0


Contact the advertiser:

Service Service


Keywords:

Accounting - Financial - Insurance


Powered by: UK Job Search Next-Jobs

Home | Terms of use | Edit an ad | Subscribe to RSS

Copyright - 2011 meega.eu - Contact us via e-mail: office@meega.eu