Client Services Administrator - IFA
Harrogateonsite
Posted 81mo ago · via Smartrecruiters
About this role
My client is one of the UK's leadfing Independent Wealth Management and Financial Planning firms, covering most of the UK, offering Wealth & Financial Planning Advice to both Businesses, Corporate firms and HNW Individuals. We are urgently seeking a Client Services Administrator to be located within the companies Harrogate offices. You will work as part of a Team of Administrators whom enable the Financial Planners of the firm to maintain a portfolio of High Net Worth clients, by liaising with policy providers to gain information, obtaining policy illustrations, updating and maintaining inernal databases and processing of all new business applications and tracking the process through to competion.…
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What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Harrogate. We weight your proximity and willingness to relocate.
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Free · no card · written explanation included
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