Client Relationship Administrator
As a Client Relationship Administrator, you will communicate directly with our clients and team members to ensure the smooth delivery of service and provide support with all aspects of client administration.
The Role Will Involve:
Establishing relationships and rapport with both existing & new clients of New Vision.
Organising and preparing client meetings to support the adviser.
Processing new business applications.
Carrying out client administration tasks with both speed and accuracy.
Do you enjoy working within a small, close-knit team and consider yourself to have a happy and friendly personality?
If so, then we would love to hear from you!
Why Apply? As Part of This Role, You Will Receive:
A competitive salary.
Full training on our systems and company processes.
Employer Pension.
Health Cash Plan.
Fun and valued perks which will enhance your lifestyle.
At New Vision we value attitude, consistency, and dedication and so we will provide what you need to succeed.
How to apply
Do you want to express your interest in working for New Vision as a Client Relationship Administrator?
Please send your contact information to gemma@newvision-ifa.co.uk or fill in the application form below.
We look forward to hearing from you.
Your personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.