Client Review Team Administrator South Leicestershire desk-based role (Ref AL1346) Salary £24-£28k dependent on experience plus generous benefits This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday. Applications are invited from individuals who have worked within wealth management financial services for a minimum of 1 year. My client is a medium sized, friendly, Independent Financial Services company, and they have an excellent new opportunity, for a Client Review Team Administrator to join their team. The role will involve all aspects of financial services administration, with an emphasis on client reviews, liaising with financial advisers at every stage of the process. At least 1 years experience in financial services is essential, along with enthusiasm and commitment to delivering a first-class service, to both clients and colleagues. The Role: Produce valuations Prepare cash flow modelling (information gathering and understanding) Prepare portfolio comparison analytics Make client appointments Action fund switches Carry out attitude to risk questionnaires Prepare new and existing client appointment packs Adviser diary management Regular engagement with clients and providers via telephone, email and letter Produce no action and fund switch suitability letters Maintain clear and compliant records General admin duties, scanning, photocopying, etc Carry out other related duties when required Attend ..... full job details .....