Financial Services Administrator

2 weeks ago


Farnham, United Kingdom Professional Placement (Southern) Ltd Full time

I have 2 super new opportunities to working within a fantstic Financial Planning & Investment management firm in Farnham.

This is with a medium sized firm that has multiple office along the South Coast.

These roles are too be based full time in an office in Farnham. Car parking is available.

2) Liaising with Advisers and booking client review meetings

3) Uploading & sending out client letters

4) Obtaining quotations and valuations from product providers.

**For this role we will need to following skills**

A mathematical disposition evidenced through either exam passes, strong IT knowledge or experience

Be degree educated

Be a good team player

Experience of delivering process improvement

A strong passion for delivering excellent customer service

A self-starter



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