Financial Services Professional
3 weeks ago
We are seeking a motivated and detail-oriented Financial Services Administrator to join our team at Equals One Ltd. This role offers the opportunity to build a thriving career in the financial services industry, leveraging skills in Microsoft Office and experience in trainee administrator or paraplanner roles.
Key Responsibilities:
- Ensure seamless operations and client satisfaction through effective communication and file management.
- Contribute to generating national enquiries for our IFA services by utilizing cutting-edge tools and innovative approaches.
- Act as the primary point of contact for clients, addressing queries, and ensuring exceptional service at every stage of their journey with us.
Requirements:
- Eager to excel in the financial services industry and see it as the foundation for your professional career.
- Prior experience in a trainee administrator or paraplanner role and a deep understanding of the precision this industry demands.
- Strong skills in Microsoft Office, particularly Excel and Word.
Benefits:
- A supportive and forward-thinking environment where your contributions matter.
- Sponsorship for financial services qualifications to help you advance your career.
- A fulfilling and dynamic role where no two days are the same.
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