Financial Planning Client Service Administrator

Premier Jobs UK Limited; Birmingham; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Free onsite parking

Birthday off

Pension contributions 3% & 5%

Team building trips

25 days holiday + bank holidays

Exam support

Job summary

Premier Jobs UK Limited is recruiting a Client Service Administrator in Castle Bromwich for a recognised independent financial advice group. You will support clients with inquiries, place new business on platforms and assist advisers and paraplanners to deliver excellent service.

This office-based role runs Monday to Friday, offering a salary of £28,000–£30,000, 25 days holiday plus bank holidays, your birthday off, and financial support towards exams.

Qualifications

• Experience as an Administrator within a financial planning firm.
• Excellent communication skills.
• Good time management skills.

Responsibilities

• Handle client queries by phone and email.
• Place new business onto platforms.
• Deal with policy servicing for clients.
• Prepare client files.
• Support Financial Advisers and Paraplanners.
• Collate quotes and valuations.

Skills

Excellent communication

Time management

Job description

Premier Jobs UK Limited is recruiting a Client Service Administrator in Castle Bromwich for a recognised independent financial advice group. You will support clients with inquiries, place new business on platforms and assist advisers and paraplanners to deliver excellent service.

This office-based role runs Monday to Friday, offering a salary of £28,000–£30,000, 25 days holiday plus bank holidays, your birthday off, and financial support towards exams.