Client Servicing Administrator

New Today

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.
Hours: 5 days per week – Monday to Friday - 9am until 5pm
Salary; £24,000
Contract type: Permanent
Benefits;
30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
NHS Top up Medical Cash Plan (increasing with length of service)
Gym membership
Free onsite parking
Bike to work scheme
Exam support and funding
Inhouse development path for those that want to develop throughout the various roles
Team socials
Role purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business's Financial Advisers and wider business.
Key Duties and Responsibilities:
* Prep of meeting packs (new and review)
* Completion of Annual Review letters within timescale
* Completion and updating of client personal information and details
* Completion of Fund switch letters within timescale
* Completing client change requests in contributions/bank details/address’s
* Diary Management
* Appointment booking via telephone and email
* Review and overdue meeting management
* Adding leads and pro...
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Location:
Wrexham
Salary:
£24,000 /annum + excellent benefits + career
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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