FOUR OAKS FINANCIAL PLANNING in Gloucester Salary
21 HIGHNAM BUSINESS CENTRE HIGHNAM GLOUCESTER GL2 8DN ENGLAND
TIN: 06231400
FOUR OAKS FINANCIAL PLANNING Premium profile inactive Premium profile inactive
Earnings on positions in FOUR OAKS FINANCIAL PLANNING
Estimated salary
£ 2500
Median salary at FOUR OAKS FINANCIAL PLANNING
£ 1820 Lowest salary
£ 2273 The average salary
£ 2500 Highest salary
Do you believe that workers at FOUR OAKS FINANCIAL PLANNING are paid fairly?
FOUR OAKS FINANCIAL PLANNING is looking for employees for positions:
admin assistant
Education
- GCSE or equivalent
Requirements
- high school diploma or equivalent; additional education or training in business administration or related field is a plus
- previous experience in an administrative role, preferably in a financial services or related industry
- strong organisational skills with the ability to multitask and prioritise tasks effectively
- excellent verbal and written communication skills, with a professional and courteous demeanour
- strong attention to detail and accuracy in data entry and documentation
- ability to maintain confidentiality and handle sensitive information with discretion
- customer service: 1 year
- administrative experience: 1 year
Responsibility
- client Support: Assist in managing client enquiries and requests promptly and professionally, ensuring excellent customer service at all times
- appointment Scheduling: Coordinate and manage appointments and meetings for financial advisers, including scheduling, rescheduling, and reminders
- documentation Management: Maintain and organise client files, documentation, and records in accordance with regulatory requirements and company policies
- data Entry: Accurately input and update client information, financial data, and transactions into our systems and databases
- correspondence: Prepare and distribute correspondence, reports, and presentations for clients and internal stakeholders as requested
- office Management: Assist in maintaining the office environment, including ordering supplies, managing incoming and outgoing mail, and other general administrative tasks
- calendar Management: Manage calendars for financial advisors, ensuring they are up-to-date and organised to optimise efficiency
Earnings on positions in FOUR OAKS FINANCIAL PLANNING
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2273 £