Financial Support Executive

3 weeks ago


Milton Keynes, United Kingdom Career Cross Ltd 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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