HARVEST ASSOCIATES  Salary

9 MIDLAND WAY BARLBOROUGH LINKS BARLBOROUGH CHESTERFIELD S43 4XA
TIN: 04865181

HARVEST ASSOCIATES
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HARVEST ASSOCIATES is looking for employees for positions:

office administrator

Working hours

  • full-time | Part-time | Permanent

Responsibility

  • comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures
  • to ensure that the firm’s clients are treated fairly at all times
  • to work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience
  • attend training and to develop relevant knowledge and skills
  • § To attend meetings as and when required
  • § Ad hoc exercises as requested by the Managing Director
  • § Submitting new business
  • § Update and maintain the firm’s records / registers, as required

Requirements

  • good written and oral communication skills
  • good report writing skills
  • good methodical and organisational skills
  • computer literacy and good typing skills
  • accurate with good attention to detail