£20000 - £25000 Per year
Finance Administrator
Permanent
Job Description
The firm in question are looking to add a finance Administrator to the team, to provide high quality support to the Financial Advisers within the firm, to ensure their clients are serviced with the utmost attention. In return, the firm are offering a competitive salary, flexibility to work from home and full study support with relevant qualifications.
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
- Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner.
- Liaise with providers and other 3rd parties, to obtain any information that may be needed.
Required Knowledge, Skills, and Abilities
You will hold:
- Experience within the Financial Services industry
- Exceptional client service skills, with a genuine interest in helping clients achieve their goals
- Willingness to learn and develop your skills and knowledge
Reference no: 83887