|Job Title:||Client Services Administrator|
|Description:||Client Services Administrator - West Sussex
To be considered you must have previous experience of working for an IFA or Life company and be looking to further your career. Ideally you should have CF1 or equivalent qualification, with an understanding of financial products, such as pensions, investment and protection policies.
Tasks will be many and varied including, but not limited to:
„X Processing New Business in Life, Pensions and Investments from submission to completion
„X Working closely with Advisers to establish Client needs and potential workloads
„X Preparing valuations and reports
„X Assisting in commission related queries from intermediaries
„X Ensuring that the database is accurate and kept up to date
„X Maintaining a diary within the database to manage ongoing work
„X Strong administration skills, with an excellent telephone manner as you will be dealing with clients and insurance companies on a day to day basis.
„X High presentation skills and attention to detail.
„X Advanced IT skills
„X Good organisational skills
„X The ability to work individually or as part of a team
Along with a competitive basic salary, you will also receive a benefits package, support with professional studies and career development.
SLS Services Ltd operates & advertises as an Employment Agency for permanent positions and as an Employment Business for contract/temporary positions.
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