HAVEN FINANCIAL SOLUTIONS Salary
41 SELDOWN LANE POOLE BH15 1UA ENGLAND
TIN: 10777497
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Earnings on positions in HAVEN FINANCIAL SOLUTIONS
HAVEN FINANCIAL SOLUTIONS is looking for employees for positions:
administrator
Working hours
- full-time | Part-time | Permanent
Language
- english
Responsibility
- help with booking appointments for clients to meet with our Managing Director and Advisers via Zoom or in person
- processing applications online and helping to progress them
- speaking to clients, GP surgeries and providers to gain or provide updates
- help with post-sales administration which includes data entry, document preparation and creating folders to send to clients
- if you have an interest in social media please let us know
- helping with ad-hoc administration tasks, odd tasks such as going to the post office, scanning and filing occasionally, greeting clients etc
Requirements
- experience in an administrative role is a must
- experience as a PA/assistant is beneficial but again, not essential
- we need someone with initiative who can come in and get on with tasks, micromanaging is not our style and we need someone who is proactive and can keep themselves busy
- experience in a similar role such as insurance/protection or mortgage administration is a bonus but not essential as initial and ongoing training will be provided