Vacancy details

Financial Client Services Administrator

Salary range: Competitive Categories: Administration, Customer Service, Finance, Miscellaneous, Wealth Management Employment term: Permanent Location: Fareham, Hants Vacancy Status: Vacancy Open Posted on: November 22nd, 2022 Apply now

Financial Client Services Administrator

Farnham, Hampshire

Highly competitive salary (please apply for information) including generous holidays, Private Health insurance and study assistance

Our client is a highly successful, privately owned  financial planning company dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.  Today the company manages and advises on over £2.7 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Job requirements:

You will need:

  • 5 years+ experience in a financial service’s operational environment
  • Have relevant and extensive knowledge of Financial Planning – Client Services
  • Have industry relevant knowledge of Investments, ISAs, Bonds, Pensions and Protection
  • Have a proficient level of industry technical knowledge
  • Be customer focused
  • Be a team player as well as being self-motivated
  • Have a strong attention to detail, with a real focus on quality
  • Familiarity with CRM systems

Benefits:

Generous remuneration package depending upon experience. 28 days holiday, plus bank holidays. Group Life, Income Protection and Pension. Private Medical and study assistance provided after probation, flexible benefits platform.

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