Client liaison administrator - united kingdom, zharkent

Job title: client liaison administrator/officer location: east malling basic salary: gbp23,000 - gbp25,000 doe plus benefits type: permanent a fantastic aim wealth management group is recruiting a permanent client liaison administrator/officer to join their team in east malling. reporting to the head of wealth and working under the ifa's, your role will be focused upon communicating with clients and answering their queries. this is a great opportunity for someone who is highly motivated and totally committed to gaining the knowledge and expertise required to a future career as a paraplanner or financial planner. responsibilities: responding and dealing with day-to-day client queries prepare monthly and quarterly financial reporting pack collaborating with the firms paraplanners to ensure that financial planning is seamlessly delivered to clients be personal support to the advisor and monitor and manage their diaries focus on new business including protection insurance, pensions, investments or mortgages the ideal candidate will have: ideally already working in a firm offering financial advice therefore having some experience in the sector high attention to detail with the ability to organise workloads efficiently excellent written and verbal communication providing strong client service skills strong ms office skills xplan experience would be advantageous have a clean credit record we look forward to receiving your application and will consider candidates from similar backgrounds who have the required technical experience such as client liaison officer, client liaison advisor, client liaison administrator

More jobs