Administrator- Immediate Start- 35 hour week
3 weeks ago
My client is a high end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).
Building effective relationships with customers, advisers and paraplanners in your immediate POD
* Communicating to clients effectively through various mediums (e.g. telephone, email etc)
* Willing to get involved in projects within the business, which may occur from time to time The Successful Applicant
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment.
* Knowledge of investment products ISAs, Pensions, Bonds
* Experience of using CRM systems
* An excellent salary and benefits package, including study support, exists for the successful candidate.
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