Monday 17 June 2019
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Finance, Investments, Enquire


Hours:Full Time

Full Description

Working with the advisors and wealth administration team, you will provide support in how to grow revenue through providing an efficient client administration service.

Main responsibilities:

  • Administration of a portfolio of clients for pensions, investments and protection
  • Building relationships with clients, staff and third parties
  • Ensuring agreed service standards with clients are met and compliance with regulatory requirements
  • Overseeing written correspondence with clients
  • Acting as a point of escalation for client queries for the wealth administration teams

Skills and expertise required:

  • Previous experience in the administration of client portfolios
  • Ideally working towards a relevant professional qualification such as Dip PFS or CISI
  • Ability to prioritise and respond flexibly to change
  • Team player
  • Attention to detail

If youd like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

For more information please visit

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