BESPOKE INDEPENDENT FINANCIAL ADVISERS

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DORNA HOUSE TWO GUILDFORD ROAD WEST END GU24 9PW ENGLAND

TIN: 08733808

http://bespokeifa.co.uk

Finance and Insurance

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BESPOKE INDEPENDENT FINANCIAL ADVISERS is looking for employees for positions:

senior administrator

Responsibility

providing proactive administrative support for our paraplanners and IFAs
preparing and processing documentation for any new and existing clients
managing cases utilising our various CRM portals and provider platforms
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handling incoming queries from internal staff, clients and external providers via email and telephone
ensuring all compiled files meet with compliance requirements and reporting any that do not to the appropriate parties
liaising with product providers and other third parties
promoting the company’s services in a professional and FCA compliant manner

Requirements

financial services

Benefits

mobile phone
laptop

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