Client Services Administrator Financial Advisory
other jobs Ernest Gordon Recruitment Limited
Added before 5 hours
- England,London,City of London
- Full Time, Permanent
- £38,000 - £42,000 per annum
Job Description:
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: BBBH23519
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.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C’s, Privacy Policy and Disclaimers which can be found at our website.
£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: BBBH23519
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.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C’s, Privacy Policy and Disclaimers which can be found at our website.
Job number 3315454
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Company Details:
Ernest Gordon Recruitment Limited
Company size: 1–4 employees
Industry: Engineering
Ernest Gordon Recruitment Limited is a specialist Engineering and Technical recruitment consultancy who works with graduates through to senior appoint...