Financial Support Executive

1 month ago

Milton Keynes, United Kingdom Career Cross Limited Full time
Financial Support Executive – Milton Keynes - £30k - £45k per annum plus excellent benefits
Our client is a well established and successful financial company based in Milton Keynes; due to their continued success they are expanding their team and recruitment for an experienced Financial Support Executive.
Main responsibilities of the role will include:
* Provide administrative assistance to the clients Financial Advisers
* Attending client meetings; taking relevant notes and fact finding when requires
* Assisting with client queries in the expected time frame
* Contacting providers regarding client information and completing letters of authority on client’s policies
* Handling day to day administrative tasks such as managing client files and updating client records as appropriate.
All applicants should possess the following skills / experience:
* Previous financial experience is essential
* Excellent administration skills
* Strong analytical and numerical skills
* Excellent written and verbal communication abilities
Hours of work: Monday to Thursday 8am – 5pm and Friday 8am – 2:30pm
Keywords: financial, finance, financial admin, financial administrator, financial support, finance support, finance executive, financial executive, admin, admin support, client support, client support manager, support manager, support executive, financial exec, Milton Keynes, Buckinghamshire

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