Assistant / Administrator / Associate

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Full time
Location: Wolverhampton
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Job offered by: Ashdown Group
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Category:
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A growing business is looking for a client relations / customer service focussed Assistant / Associate with proven experience in a Wealth Management, Banking, Fund, Investment, Insurance, Trust, Loan, Portfolio, Risk or similar financial services business. This is an office-based role located on the Shropshire / Staffordshire / West Midlands border. The successful candidate will be responsible for: Making client appointments Preparing and distributing client meeting packs Answering and logging all client calls Inputting CFR documents on Salesforce Processing fund switches / rebalances & withdrawals Preparing business submission documents Liaising with the Paraplanning team Ensuring GDPR & FCA protocols are adhered to This is an excellent opportunity to build a career in the financial services sector. This Client / Customer Administrator role is paying up to £27,000 plus performance related bonus and benefits.

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