Senior Client Relationship Administrator - Altrincham, United Kingdom - Eventus Finance

Eventus Finance
Eventus Finance
Verified Company
Altrincham, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Role Responsibilities
The incoming Senior Client Relationship Administrator will deal with a range of client queries.


Key tasks include:

  • Produce EIS & VCT summaries for clients when requested
  • Liaise with providers to resolve queries
  • Overseeing withdrawal requests
  • Processing new business submissions
  • Preparing meeting packs
  • Ensuring compliance is strictly adhered to
  • Preparing stock transfer forms
  • Processing stock transfer forms
  • Processing trusts
  • Support advisers and Ops Manager when required

Person Specification
The successful Senior Client Relationship Administrator will be a clear and confident communicator.

You will also have the following skills and attributes:


  • Experience working in client relationship administration
  • Excellent Organisational and time management skills
  • Be a good communicator

Benefits and Rewards
The incoming Senior Client Relationship Administrator will benefit from:

  • 25 days holiday plus bank holidays.
  • Excellent Pension
  • Discretionary bonus scheme
  • Free parking
  • Option to work remotely 2 days a week after probation period
  • Flexible working hours with the option to work a four day week

About the Company
This job opportunity is within a wealth management company based in Altrincham, Cheshire. They specialise in wealth management and financial planning, providing advice to both individuals and businesses. In addition, the company are dedicated to building long standing relationships and offering a bespoke service to their clients. They are now looking for a Senior Client Relationship Administrator to join their team.


Job Type:
Permanent


Salary:
£30,000.00-£33,000.00 per year


Benefits:


  • Company events

Work Location:
In person


Reference ID:

SCRAR
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