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Tuesday, 22 May 2018 04:25 GMT

Job Details

Job Title:Client Technical Administrator
Description:Client Technical Administrator - Sheffield, South Yorkshire FANTASTIC OPPORTUNITY in Sheffield office for an experienced Financial Planning Administrator. This is a superb chance to use and develop your existing experience, with responsibility for dealing with client affairs and working closely with the Sales Consultant(s) based in the Sheffield office. We offer a friendly working environment with an excellent benefit package depending on existing experience and qualifications. Personal Skills required: FPC qualified, or working towards Experience in financial services / IFA sector The ability to work under pressure Excellent decision maker and ability to think laterally to resolve issues Dedicated and reliable, with a flexible and enthusiastic approach Good levels of IT knowledge, Microsoft office software packages Excellent communication skills both verbal and written Primary Responsibilities: New Business Processing for new and existing clients Obtaining quotations, client valuations and annual reviews Providing a high quality support to Consultants and clients Ensure the Company's compliance and regulator standards are maintained Updating and recording of client information on Company's client database Preparing client valuations Ability to effectively manage their own time and meet deadlines To be able to work independently, as well as part of a team SEND ME YOUR CV BEFORE ITS TOO LATE!!!
Salary Range:19000 - 25000/annum excellen
Location:South Yorkshire
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