Are Cheltenham based Financial Services client are currently looking for a conscientious individual to join our team, providing support to the independent financial advisers and other admin members within the company to ensure that our clients are given a high level of continuing service.
This is a varied role; your duties will include, but not be limited to:
Answering and directing incoming calls Opening, sorting, and distributing daily post Taking the post to the Post Office 2-3 times a week Maintaining the client database Replenishing office supplies General administration - printing, filing, scanning, shredding, and keeping the office in order Issuing letters of authority to product providers Corresponding with providers across the market to obtain up to date plan information Producing and updating client reports Issuing emails to clients requesting appointments with their adviser Chasing clients for any outstanding documentation
The successful candidate will:<...
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|Posted||September 11, 2021|
|Expiry||October 11, 2021|
|Details||New, Commercial Seller|