To be a successful financial advisor you need a Client Servicing Administrator that can prepare, support and coordinate them!

Could this be you?

Based: Weybridge
Salary: £25-£30k PA
Permanent, Full time
25 days holiday plus discretionary 3 days at xmas and birthday so 29 in total!

This is a big business with offices in various locations. This role is based in a small but perfectly formed office in Weybride. 
They have a great benefits package and progression is achievable if that is your goal. 

What will I be doing?

Providing administrative support to ensure the efficient processing of existing business.

Customers will be at your core and you will put them at the center of everything you do. 

• Responsible for delivering and providing correct up to date information in preparation for the advisor client review meetings
• Ensure all systems are updated, correctly

Work effectively with advisors, colleagues and clients to ensure a consistent approach to servicing the clients

What do I need?
Good experience in office administration

Ability to work in a team/team player
Strong personal organisational skills with the ability to prioritise 
Ability to interact and influence effectively through a variety of communications methods