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Client Service Administrator

Cavendish Maine Recruitment
Job LocationBristol
EducationNot Mentioned
Salary£24,000 - £27,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

My client are a successful Financial Planning firm in Bristol, and are looking for an experienced administrator to join their team.As a Client Service Administrator you will:

  • Prepare and maintain client files
  • Ensure client correspondence is written in a timely and efficient manner.
  • Process letters of authority.
  • Request quotations on-line through various provider systems.
  • Liaise with insurers and third parties.
  • Process switches.
  • Process business from proposal to policy document stage.
  • Request investment valuations.
    • Key Skills/Experience Required:You will have previous experience in a similar role within Financial Services, and hold a good understanding of the FCA rules and requirements.Experience using Intelligent Office (IO) and Standard Life Wrap platform would be advantageous.Salary/Benefits Information:Up to £27,000 depending on experience and qualifications.Contact: Karen Cummins Reference: KC/23302Candidate care:By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please call us to advise.In the meantime, we would like to thank you for your interest in Cavendish Maine.

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