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We're Hiring: Join Our Team as a Private Client Administrator

Are you an administrator within a financial services company looking for a new challenge? Do you want to be part of a small team where you will be valued? Are you looking to continue developing professionally and would like support through this?

Job Title – Private Client Administrator

LocationOxted, right opposite the train station

Permanent / Full Time

We build long term relationships with our clients, providing them with the best personalised advice on all their financial issues. As a Private Client Administrator some of your key responsibilities will include:

- Meeting preparation and follow-up

- Liaising with providers

- New business processing

- Maintaining and updating client records and creating new client records

- General office duties

- Meeting and greeting clients that come to the office

Skills and experience:

- Current office administration experience preferably within a financial services environment.

- Experience of the Intelligent Office software system is essential along with a with a good knowledge of Microsoft Office.

- Strong attention to detail with the ability to multi-task.

- Ability to work without supervision with the ability to plan and prioritise your own work

- Exceptional communication and customer service skills

NO AGENCIES PLEASE.

Contact us to apply. 

Closing date for applications is 28th February 2020.

Contact Us

If you would like to find out more or you would like to arrange a no cost, no-commitment meeting with one of our finanicial planners, contact us now.

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