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Permanent

Client Services / Technical Administrator

Tonbridge
money-bag 35000.00-35000.00 Annual
3103413433
Posted 2 weeks ago

Client Services / Technical AdministratorLocation - Tonbridge Hours - Full-time / Hybrid working (2-3 days in office)Salary - Up to £40,000 (depending on experience) + Bonus, Pension + Benefits Are you an enthusiastic Client Services / Technical Administrator with experience in a St. James''s Place Partner Practice and looking for a new challenge?Working full time as part of the team this is an outstanding new opportunity within a highly successful SJP Partner Practice. The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity for the right person to join them, contributing positively to both the client experience and the overall success of the business.The Role - Client Services / Technical AdministratorThe role of the Client Services / Technical Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration.As a key member of the team, you''ll work closely with colleagues to deliver high-quality, administrative, and technical support.Key Tasks and ResponsibilitiesWorking closely with Advisers and the team to ensure a smooth and efficient client journey from initial meeting through to ongoing review.You will be the ''Go To'' person for clients and third parties dealing with requests for valuations, withdrawals, fund switches, general enquiries, and chasing providers for funds and informationPreparing meeting agendas, meeting packs, and supp

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