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    Client Service Executive IFA Administrator - London, United Kingdom - Page Personnel Sales

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    Description
    This is a leading company in the Financial Services industry based in Pinner.

    With a sizeable team of dedicated professionals, the company has built a strong reputation for delivering high-quality financial planning services to clients across the UK.

    Support the team in all administrative tasks
    Assist in preparing client reports and financial plans
    Ensure compliance with financial regulations and company policies
    Facilitate smooth communication between clients and financial advisors
    Handle client queries and provide excellent customer service
    Office management
    A successful Client Services Coordinator/ IFA Administrator should have:
    A basic understanding of financial planning services
    Good customer service skills with a client-focused approach
    Live locally to Pinner and able to be office based full time during probation
    A competitive salary negotiable dependent on experience
    Annual leave of 25 days plus bank holidays
    Potential for an annual bonus (discretionary based on company performance)
    An inclusive and supportive company culture
    A chance to grow and develop in the Financial Services industry

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