|Job Title:||Client Technical Administrator|
|Description:||Client Technical Administrator - London, London
EXCELLENT OPPORTUNITY in one of the UK's leading firms of accountants and business advisers, which specialises in advising the management of developing private and public businesses. Requiring a Client Technical Administrator in their London 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.
Don't hesitate - send your CV today!!!!!
|Salary Range:||£24500 - £25500/annum excellen|
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