BEAUMONT WEALTH HOLDINGS in Bromsgrove Salary

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MERYLL HOUSE 57 WORCESTER ROAD BROMSGROVE B61 7DN ENGLAND
TIN: 13722650
  Other service activities
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BEAUMONT WEALTH HOLDINGS
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BEAUMONT WEALTH HOLDINGS is looking for employees for positions:

financial services administrator

  • financial services administrator
  • marketing executive
  • experienced paraplanner

Working hours

  • full-time | Permanent

Salary

  • salary

Responsibility

  • answering the telephone and directing calls
  • data entry using back-office system
  • preparing client files for adviser meetings ensuring all paperwork and forms are available
  • provide general admin support to the Advisers
  • ensuring compliant with FCA regulations
  • provision of administration and technical support to a team of Financial and Chartered

Requirements

  • organised and efficient administration skills to meet demanding deadlines
  • previous experience in the financial services sector desirable
  • A high standard of professionalism and presentation
  • willingness and ambition to study towards continuing professional qualifications
  • finance: 1 year