This is a great route in, for someone looking to start a career in financial services.
As the first point of contact, you will provide administrative support to an expanding financial service practice which will include, Partner, Advisor and Paraplanners,
Key duties include
Answering all incoming calls maintaining good working relationships with colleagues, clients and third parties – provide administrative support to the Practice Manager; stationary ordering, marketing, correspondence etc, – support the day-to-day operations of the Practice.
Excellent Face to Face and telephony skills and the ability to build rapport – Broad experience of Microsoft Office (Work, Excel, PowerPoint, Outlook) – good organisational skills and attention to detail.
Maths and English GCSE at Grade 5 or above – regulation and legislation
Experience of Client Relationships Management Systems (desirable but not essential)
Personal Qualities – demonstrates a positive attitude – a good team working ethos – promotes a smart, professional appearance – demonstrates discretion and maintains confidentiality at all times.
Full training provided and opportunities for career advancement
Contact Sally for more information
Salary: £20,311.00-£20,804.00 per year