FUTURE PROOF Salary
ST. JAMES'S PLACE HOUSE 1 TETBURY ROAD CIRENCESTER GL7 1FP ENGLAND
TIN: 07608319
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Earnings on positions in FUTURE PROOF
FUTURE PROOF is looking for employees for positions:
financial services administrator
Working hours
- full-time | Permanent
Requirements
- previous experience in a similar support role in financial services or the protection sector
- knowledge of relevant regulation and legislation
- experience of client management systems
- excellent telephone client interaction skills and ability to build rapport swiftly
- excellent written communication skills
- good organisation skills
- strong attention to detail
- manages time effectively with the ability to multi-task
Responsibility
- send out trust forms, assisting clients with completing them, checking trust forms are correct when returned and if not liaising with the client correct errors. Sending trust forms to insurers and documenting the process on the CRM system
- ensure that files are complete with all required client documentation
- maintain accurate computer records and follow the company’s compliance process at all times
- provide high level technical and administrative support to the Advisers