File Review/Client Relationship Administration

  • Shortlist
Location Bury St Edmunds , Surrey
Sector Financial Services
Salary £20,000 - £25,000 Per Annum
Type Permanent
Consultant Michael Garrett
Ref 54790

Our Client are a bespoke Independent advisory based near Ipswich. They specialise in providing tailored financial advice to private clients in East Anglia and have a fantastic reputation within the industry.


The Opportunity


Due to organic growth within the business and opportunity has arisen for a Client Services Administrator/Report Writer to join the team. You will be working directly with the Director of the business as well as a highly experienced back office team.


What’s needed for me to be considered?


  • Previous Administration experience within a Financial Planning practice
  • Working towards the Level 4 Diploma in Financial Planning
  • Experience of writing suitability reports
  • Attention to detail and the ability to explain complex information clearly and simply is key


What next?


Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.


Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.


Job Synonyms:  Sales Support, Client Services, New Business Admin*, New Business Executive, Junior Paraplanner, Trainee Paraplanner, Report Writer, Technical Support