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Due to expansion our busy financial services client is looking to recruit for an experienced Client Portfolio Manager this would suit a para planner or strong financial administrator within Financial services arena.

The company are flexible with hours and will look for part-time or full time.

Duties:

Manage client accounts and ensure all client information is up to date

Prepare and submit applications for new business and monitor the progress of applications

New business generation from existing clients

Provide appropriate administrative support to the office, as needed

Skills

Experience in a similar role within the financial services industry

Excellent communication and interpersonal skills

Strong attention to detail and accuracy

Ability to work well within a small team and under pressure

Good IT skills, including proficiency in Microsoft Office applications

Benefits:

20 days holiday (plus bank holidays & Office closure over Christmas period)

Free on site parking

Flexible hours 21-35