Client Reallocation Administrator

Client Reallocation Administrator
Eight Financial Advice - Whiteley

Supporting the Mergers & Acquisitions Manager and the Client Reallocation Specialist, the Client Reallocation Administratorwill be responsible for following  the Client Reallocation Process within Eight. The person will be pivotal in supporting the reallocation process, supporting our advisers, and ensuring that all transitions are handled with precision and care.  This role includes day to day administration, managing single client sales and whole or part advisor client bank sales to support advisers' growth. Key responsibilities include:

• You will be responsible for supporting the client reallocation process, from initial identification through to due diligence and completion of transfers.
• You will also be responsible for supporting the Client Repatriation process, transferring clients between our UK and Asia business.
• You wi...