CACTUS FINANCIAL PLANNING Salary
12 IMPERIAL SQUARE CHELTENHAM GL50 1QB ENGLAND
TIN: 09755704
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Earnings on positions in CACTUS FINANCIAL PLANNING
CACTUS FINANCIAL PLANNING is looking for employees for positions:
administrator
Language
- english
Responsibility
- updating and maintaining client databases and registers
- liasing with product providers to obtain and update client information
- preparation of client reports and valuations
- handling the administration of client pension, investment and protection products
- processing investments, fund switches and sales documentation
- dealing with client queries
- administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liasing with product providers to obtain client information and dealing with client queries
Education
- GCSE or equivalent
Requirements
- strong interpersonal, communication and customer service skills
- good organisational skills
- excellent telephone manner
- strong accuracy skills with a keen eye for detail
- able to work both independently and as part of a team
- customer service: 1 year
- experience of using Intelligent Office would be desirable but not essential as full training will be provided
- administrative experience: 1 year
Earnings on positions in CACTUS FINANCIAL PLANNING
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1920 £