Client Financial Services Administrator

Responsibilities will include providing day-to-day support to advisers and the paraplanning team, processing new business applications, preparing client documentation and meeting packs, obtaining investment valuations and liaising with clients and service providers. You will also maintain client records, manage workflow and correspondence, assist with compliance requirements and ensure tasks are completed accurately and within deadlines. Requirements: Previous experience in a similar administra… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.