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Client Administrator

Job LocationBolton
EducationNot Mentioned
Salary21,000 - 22,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Client Administrator Vacancy - Bolton - £21,000 to £22,000The companyThis Financial Advisers is based in Altrincham and provide a whole range of services including, Investment Planning, Retirement Planning, Protection Planning, Mortgage Advice and Corporate Services.Responsibilities

  • Adding, updating and maintaining accuracy within client files
  • Ensuring all regulatory documentation is received and recorded on file
  • Sending and processing receipt of LOAs
  • Preparing illustrations
  • Processing applications with providers
  • Preparing portfolio valuations
  • Preparing client information for Adviser review meetings
  • Ad-hoc and seasonal administration tasks as required
Details and package
  • 25 days holidays + bank holidays
  • Birthday Off
  • Perkbox
  • Discretionary bonus of up to 10% per annum
  • GDIS
  • Pension Scheme
  • Social events
  • Exam support
Experience youll need
  • Good working experience in a financial services environment
  • SIPP or SSAS or Pensions or Investments experience - Desirable
  • Experience working within a Financial Advisers - Desirable
Next steps
  • Click apply and well provide feedback on your application

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