HERITAGE INDEPENDENT FINANCIAL CONSULTANCY  Salary

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1 SCOTT HOUSE COOK WAY, BINDON ROAD TAUNTON TA2 6BG ENGLAND
TIN: 09191775
 Finance and Insurance
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HERITAGE INDEPENDENT FINANCIAL CONSULTANCY
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HERITAGE INDEPENDENT FINANCIAL CONSULTANCY is looking for employees for positions:

financial services administrator

  • financial services administrator
  • paraplanner

Working hours

  • full-time

Responsibility

  • administrator required by busy office of Financial Advisers and Mortgage Advisers
  • this is a family run business based in Taunton Somerset of which is a friendly non corporate atmosphere
  • the main duties would include, answering the telephone to clients and dealing with their enquiries, scanning, report building, chasing business with investment companies and mortgage lenders, filing, data entry and other duties that will be expected by the company
  • essential: Minimum 2 years of experience within the financial industry
  • location: Office-based in Taunton Somerset