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.
