FOLIO SERVICES Salary
COOMBE WOOD SCHOOL 30 MELVILLE AVENUE SOUTH CROYDON CR2 7HY ENGLAND
TIN: 11387304
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Earnings on positions in FOLIO SERVICES
FOLIO SERVICES is looking for employees for positions:
account manager
Working hours
- full-time
Responsibility
- folio Financial Services operates a business model revolving around the acquisition or asset purchase of independent financial advisers' client accounts
- this is an excellent opportunity for someone looking to contribute to the smooth operation of a dynamic and fast-paced office environment
- maintain business relationships, building trust and report with clients ensuring a smooth account transition
- handle incoming and outgoing correspondence, including phone calls, emails, and mail
- assist in preparing reports, presentations, and other documents
- manage and organize meetings, including coordinating schedules, travel arrangements, and expense tracking
- through our expertise we have bolted on multiple successful businesses under our umbrella and are transitioning £25 million of clients assets over to our established technologically focussed brand
- maintain accurate and up-to-date records and databases
Education
- GCSE or equivalent
Requirements
- strong interpersonal skills and the ability to work well within a team
- 1-3 years experience in a client facing role preferably within a business environment
- proven experience in administration a similar role within the financial services industry
- previous work experience working within the financial sector is an asset e.g. financial adviser, client relationship manager, wealth manager
- excellent organizational and time management skills, with the ability to prioritize tasks effectively
- strong attention to detail and accuracy
- proficient in using MS Office Suite and other office software
- excellent written and verbal communication skills