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Client Services Administrator
7 months ago
We are delighted to be recruiting for a nationally recognised firm of Financial Advisers who are looking to expand their Adviser Support team based in Wakefield.
What's in it for you?
Study Support
25 days Holiday + Bank Hols
Bonus Scheme
Pension
Free Parking
Excellent career progression
And so much more
Some duties include:
Preparing meeting packs for client meetings
Diary management and booking appointments
Liaising with clients, providers and other 3rd parties
Dealing with post meeting paperwork
Updating client details on the back office system
What we are looking for:
Excellent telephone manner
Working to high levels of accuracy
Extremely professional attitude
Experience in telesales or appointment making desirable, but this is not a sales role
Experience working in an office is essential - ideally in a financial planning environment.
We are looking for someone who is genuinely interested in a career in financial planning, if this is you, please contact NJR Recruitment for more information quotingWe are delighted to be recruiting for a nationally recognised firm of Financial Advisers who are looking to expand their Adviser Support team based in Wakefield.
What's in it for you?
Study Support
25 days Holiday + Bank Hols
Bonus Scheme
Pension
Free Parking
Excellent career progression
And so much more
Some duties include:
Preparing meeting packs for client meetings
Diary management and booking appointments
Liaising with clients, providers and other 3rd parties
Dealing with post meeting paperwork
Updating client details on the back office system
What we are looking for:
Excellent telephone manner
Working to high levels of accuracy
Extremely professional attitude
Experience in telesales or appointment making desirable, but this is not a sales role
Experience working in an office is essential - ideally in a financial planning environment.
We are looking for someone who is genuinely interested in a career in financial planning, if this is you, please contact NJR Recruitment for more information quoting NJR14674
FIN1
**Job Types**: Full-time, Permanent
Pay: £19,000.00-£24,000.00 per year
Work Location: In person
Reference ID: NJR14674