Private Client Administrator - Cambridge, United Kingdom - Switch Recruitment

Switch Recruitment
Switch Recruitment
Verified Company
Cambridge, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations.

Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team.


Responsibilities:


  • Providing administration and planning support to Financial Planners and a professional service to new and existing clients
  • Undertake client valuations and preparing documentation ahead of client reviews
  • Liaising with insurers / providers for new business quotations and updating software accordingly
  • Ensuring all client records are kept up to stand and all relevant checks etc are completed


In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus full flexibility around home / office working.

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