Client and Adviser Support Administrator

Recruiter
Flair for Recruitment
Location
Preston, Lancashire
Salary
£19,000 per annum
Posted
22 Jun 2019
Closes
27 Jun 2019
Ref
1154974822
Sector
Accountancy
Do you have strong administration and communication skills? Are you seeking an opportunity to widen your knowledge of Wealth Management/Investment products? Our client, a leading wealth management firm based in central Preston, is seeking and Client and Adviser Support Administrator to work alongside it's internal distribution team. Working closely alongside the Wealth Planners, you will: Ensure that both Wealth Planners and clients are fully supported through the new business process Ensure that paperwork, files and operating systems are kept up to date, accurate and compliant Explore new opportunities for referrals and professional candidates adding value to the achievements of business targets Your skills and qualifications: You will have strong administration skills and be a highly organised individual You will have excellent customer service skills You will have good written and verbal communication skills You will have Sales Support experience within a Financial Services environment If you know someone else who would be appropriate for the role, please share this with them - if you refer someone who is successful, we will reward you with vouchers of your choice.

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