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    Client Liaison Administrator

  • Job type: Permanent
  • Sector: Administrator
  • Location: Bolton, Greater Manchester
  • Salary: £15000 - £16000 per annum
  • Date posted: 19/01/2018
  • Job reference: CMS031042'2002_1516370131

Are you confident, hardworking and looking to forge a career? Do you have good communications skills? Do you have a professional outlook? if you have answered yes to these questions please read on...

Our clients specialise in providing a high quality personal advice on many aspects of wealth management. Due to expansion they have an opportunity for an organised, hardworking individual to join their team. Reporting to the Practice Manager and working closely with the Financial Advisers, you will be the first point of contact for the clients ensuring they are dealt with in a friendly yet professional manner to continue to deliver a high level of client service.

Responsibilities and Duties

Key Responsibilities
Liaising with clients by telephone, e mail and letter
Booking Client Appointments - adhering to our service strategy
Preparing Client Packs
Managing the diaries of our 4 Financial advisers to maximize efficiency
Updating client records
Administration support including handling post & filing
Providing vital support to the rest of the team

Person Specification
Organised with the ability to prioritise own workload
Excellent verbal and written communication skills
Attention to detail with problem solving ability
Ability to work individually and as part of a team
Competent IT skills

Qualifications and Skills

Minimum 4 GCSEs grade C and above including Maths and English

Competent in the use of Office 365 including Excel and Word

Full Time Monday to Friday 9am - 5pm

To apply for this role please forward your CV to Tracy Bolan at Clayton Recruitment using the links below.

At Clayton Recruitment we passionately believe your talent matters, so we specialise in recruiting the best talent and connecting this to your opportunities. Based in the North West, our pedigree and service levels give those looking to make a move a refreshingly different recruitment experience. You will work with experienced professionals, dedicated to your success. Take a look at our web site for our latest blogs and news and to keep up to date with current vacancies.

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