AFFLUENT FINANCIAL PLANNING  Salary

Rating of the company
1 KIRKINNER PLACE MAIN STREET BRIDGE OF WEIR PA11 3AA
TIN: SC161571
 Finance and Insurance
Rating of the company

AFFLUENT FINANCIAL PLANNING
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Earnings on positions in AFFLUENT FINANCIAL PLANNING

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AFFLUENT FINANCIAL PLANNING is looking for employees for positions:

client administrator

  • client administrator

Working hours

  • full-time | Permanent

Responsibility

  • provide friendly and professional support to clients as required
  • organise existing and prospective client meetings and actively manage Financial Planner’s diary and workload
  • handling group emails
  • manage client portal service
  • manage client service needs and client expectations to ensure client satisfaction
  • maintain client record cards on back office system
  • opening, scanning, logging and allocating incoming post
  • sorting, sending and logging outgoing post