EAST ANGLIA WEALTH MANAGEMENT  Salary

Rating of the company
52 COLEGATE NORWICH NR3 1DD ENGLAND
TIN: 11052590
 Finance and Insurance
Rating of the company

EAST ANGLIA WEALTH MANAGEMENT
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EAST ANGLIA WEALTH MANAGEMENT is looking for employees for positions:

financial services administrator

  • financial services administrator

Working hours

  • full-time | Permanent

Requirements

  • A minimum of 3 years’ experience as an Administrator, or similar role, ideally within the Financial services industry
  • strong written and Telephony communication skills
  • financial services administrator: 3 years

Responsibility

  • providing direct support to one of the Advising Directors of the Company
  • customer service and maintaining a trusted relationship with existing clients
  • liaising with existing clients to book client review meetings
  • general Financial Services administration duties; updating client records, updating review meeting records, actioning client requests