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Private Client Administrator

  • Salary: £25000 - £32000 per annum
  • Location: Wiltshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    30 Jul 2020
  • Job reference: 34443

Clients are at the heart of everything this Chartered IFA firm does and they need a Private Client Administrator who epitomises this. Someone who make the process as smooth and easy as possible for every client.

As a Private Client Administrator/Relationship Manager, you will often be clients' first point of contact, whether it is setting up a change of address, providing updates on their transfers or booking in a meeting with their adviser. Another big part of this role is the back office administration, producing valuations, illustrations and processing new business, so organisation and prioritisation will be key.

The successful candidate must have a client focused approach, a background within IFA administration and have or be working towards financial planning qualifications.

If this is you I would love to talk to you.

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