EXLEY FINANCIAL PLANNING Salary
TY MWNT MONKSWOOD USK NP15 1QE WALES
TIN: 12919125
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Earnings on positions in EXLEY FINANCIAL PLANNING
EXLEY FINANCIAL PLANNING is looking for employees for positions:
administrator
Requirements
- strong team player with a collaborative mindset
- high level of attention to detail and accuracy
- professional and empathetic in client interactions
- flexible and committed to continuous development
- attention to detail is essential
- experience of following and applying systems and processes
- excellent interpersonal skills, both written and verbal
- ability to multitask, prioritise, and manage workloads independently
Responsibility
- assist in reviewing and responding to emails
- handle client queries via telephone and email, ensuring clear and professional communication
- maintain accurate and compliant records of all client communications and related documentation
- liaise with product providers to obtain quotes, illustrations, and product details
- assist in ensuring adherence to FCA compliance standards and company policies
- work collaboratively with us to provide seamless client support
- provide administrative support to Financial Advisers, including processing new and existing business, preparing compliance documentation, and managing fund switches and client reviews
- assistance with social media channels
Earnings on positions in EXLEY FINANCIAL PLANNING
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2080 £