HIGHCLERE WEALTH Salary
2 COMMUNICATIONS ROAD GREENHAM BUSINESS PARK NEWBURY RG19 6AB ENGLAND
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Earnings on positions in HIGHCLERE WEALTH
HIGHCLERE WEALTH is looking for employees for positions:
client administrator
Working hours
- part-time | Permanent
Responsibility
- this is an office based position, preferably Monday to Friday, approximately 25 hours a week
- salary shown is pro rata
- first point of contact for clients – new and existing – either by phone, email or face to face
- prepare documents for client meetings – including compliance checking and financial
- reports
- highclere Wealth is a successful Independent Financial Advice Practice. We provide financial advice to private clients in the London and Thames Valley
- we are a small friendly team, based in a rural location in Woodspeen just outside of Newbury and are looking for a part time Client Support Administrator, to join our growing team
- diary and email management
Education
- GCSE or equivalent
Requirements
- good administration experience
- experience in Financial/Accounting/Legal firms advantageous
- keen eye for detail and following procedures
- confident to speak to clients and providers
- administrative experience: 1 year