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Sunday, 20 May 2018 15:41 GMT

Job Details

Job Title:Client Technical Administrator
Description:Client Technical Administrator - Guildford, Surrey EXCITING OPPORTUNITY at one of the UK's leading firms of accountants and business advisers, which specialises in advising the management of developing private and public businesses. Looking for a Client Technical Administrator in their Guildford office to ensure the provision of the highest quality administration support to the sales function. As a Client Technical Administrator you will be required to provide a high quality sales supoort/research to the consultant, Partners & clients. Main responsiblties are as follows: New Business processing as per the companies internal procedures. Maintaining Client Services Standards as per the companies proceduress. Responsilbe for the commission descrepancies and company commission reports. Preparation of Client Valuation Reviews as per the company's procedures. Maintenance of client contact updating database and initiating routine correspondence. Extensive financial services knowledge, ideally FPC/CFP 2/3 qualified. Well developed problem solving skills. Computer literate (i.e. Ex Web, CTp, Hindsigh & Swift). Product knowledge such as PPP, EPP's Protection, Investments, Income Drawdown, Pension Transfers.
Salary Range:24500 - 25000/annum excellen
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