Cameron James is seeking an experienced Client Servicing Administrator on behalf of a financial services client. The role supports three advisers to ensure FCA regulatory obligations are met and client commitments are serviced efficiently, with options for office-based or hybrid working.
The role involves updating MI data, attending client meetings for information gathering, maintaining files, and liaising with the Administration Team and Paraplanners to support the ongoing advisory process.
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IFA Client Services Administrator (Hybrid) employer: Cameron James
Join a leading national insurance broker in Grays, Essex, where your career as a Commercial Insurance Account Handler can truly flourish. With a competitive salary and a comprehensive flexible benefits package, you will enjoy a supportive work culture that prioritises professional growth and development. This role not only offers exposure to diverse commercial risks but also provides clear pathways for career advancement within a respected team.