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...