Private Client Administrator

Our client is a well established and successful Employee Benefit / Private Client IFA. Due to sustained growth our client is looking to recruit an experienced and competent Private Client Administrator to join their growing team.

- Providing an administration service to existing private clients
- Undertake client valuations and prepare information ahead of client reviews
- Liaising with insurers / providers for new business quotations
- Handling technical client queries

Candidates need to have experience of working within private client administration. You will have strong verbal and written communication skills and have the ability to manage multiple tasks. Experience of using Adviser Office / First / Avelo would be a distinct advantage.

In return our client is looking to offer a competitive basic salary of £18-22k as well as an excellent benefits and bonus package.

Sector Financial Services
Region South East
LocationBishops Stortford
Salary£16,000 to £22,000 Basic

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