Client Services Co-Ordinator

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.

My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.

I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office.

Purpose of the role

To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients.

To undertake the required number of chargeable hours for the department.

To complete tasks in an efficient and timely fashion.

Knowledge and experience

It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstr...