Position Overview
We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.
Job Purpose
To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.
Responsibilities
Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctlyProviding administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetingsProviding an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairsEnsuring that all client information is stored on the relevant system and it is updated accurately and timely checking...