At a Glance
- Tasks: Ensure accurate processing of new business and maintain client records in a fast-paced environment.
- Company: Dynamic financial planning firm located in Central London.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Other info: Collaborative atmosphere with a focus on regulatory compliance and excellence.
- Why this job: Join a vibrant team and make a difference in clients' financial journeys.
- Qualifications: Strong attention to detail and knowledge of financial platforms, especially Curo.
The predicted salary is between 35000 - 45000 £ per year.
Cameron James is seeking a Senior Client Services Administrator for a Central London financial planning firm.
You will ensure accurate processing of new business, maintain client records and handle essential admin tasks within tight regulatory standards.
The role requires meticulous attention to detail, excellent organisational skills and strong working knowledge of financial platforms, particularly Curo.
- You will collaborate with advisers and administration colleagues to deliver timely,
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Senior Client Services Administrator IFA, Central London employer: Cameron James
Join a dynamic project-driven business as the Head of Finance, where you will lead a talented team and play a pivotal role in shaping financial strategies. Our supportive work culture fosters collaboration and innovation, offering ample opportunities for professional growth and development. Located in a vibrant area, we provide competitive salaries and a range of benefits that make us an exceptional employer for those seeking meaningful and rewarding careers.
