CMS WEALTH Salary
COURTYARD OFFICE 3 UPPER AYNHO GROUNDS AYNHO OX17 3AY ENGLAND
TIN: 08087381
CMS WEALTH Premium profile inactive Premium profile inactive
Earnings on positions in CMS WEALTH
CMS WEALTH is looking for employees for positions:
financial services administrator
Education
- certificate of Higher Education
Requirements
- previous office experience, ideally in the Financial Services sector
- working knowledge of CMS internal systems and provider sites
- knowledge of CMS internal procedures
- experience working as a paraplanner or analyst previously
- level 4 qualified, or working towards/ previous industry experience
- experience of working in a customer service role
- interpersonal skills
- experience of working within an SLA/target driven environment
Responsibility
- gather accurate information about client policies to prepare and review documents for Pension and Investment Clients
- data capture and analysis to ensure IFAs have relevant information to meet their clients varying needs
- dealing with general queries from clients, by telephone and email
- maintain knowledge and awareness of processes and process amendments
- have the ability to undertake all tasks and responsibilities requested
- ensure a consistent level of standard is maintained to ensure CMS reputation within the industry is second to none
- attend client meetings as required with the Advisor and taking away all post meeting tasks such as suitability reports; post review reports; defined benefit calculations; new business reporting etc
- be responsible for your involvement in company projects