Senior Client Servicing Administrator - Castle Vale, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED
CAPIO RECRUITMENT LIMITED
Verified Company
Castle Vale, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

Capio Recruitment are working with a highly respected financial planning firm on an exciting opportunity for a Senior Client Servicing Administrator to join a forward-thinking practice near Birmingham.

Our client has a modern approach to working life, withan agile and outgoing working office environment that boasts a fun, hard-working office culture built around staff engagement.


As a Senior Client Servicing Administrator, you will be joining their experienced team providing administrative support to the Financial Advisers and ongoing service to the clients.

With duties consisting of processing new business, producing valuations,updating platforms, managing administration and service of the client's portfolios and day to day communication with clients, advisors and peers.

You will be stepping into the forefront of financial planning.


Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career.

This firm heavily invest in growing and developing talent whilst providing a family feel environment, with regular socialevents.

You will benefit from working closely with other experienced staff members (and support junior staff members) to help with the provision of Independent Financial Advice to new and existing clients within the firm.


What our client will offer you:

  • Competitive salary and great opportunity to build your career within wealth management.
  • Exam support (by prior agreement)
  • Detailed training and development programme
  • A friendly team environment
  • Social events
  • Dynamic workplace with key development and experience
  • Hybrid working approach.

Required Experience

  • Experience working within a financial services environment or professional services.
  • Prior knowledge of Intelligent Office would be beneficial.
  • Computer literate with experience of Microsoft office and Excel
  • Excellent communication skills are essential.
  • Proactive, cando attitude
  • Ability to follow processes and procedures in a timely fashion.
  • Enthusiastic and engaged.
To discuss this opportunity at length, please contact one of out Financial Planning team specialist at Capio Recruitment.
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