INFORMED OPTIONS FINANCIAL PLANNING Salary - Salary Report

Earnings on positions in INFORMED OPTIONS FINANCIAL PLANNING

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provide daily administration support to Financial Planners
management and processing of all client administration processes; maintaining regular client contact and keeping them informed of progress
deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors
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answer incoming calls, taking initiative to deal with clients and provider enquiries
liaise with providers to obtain client plan information
input and maintain accurate client records on back-office system
monitor and, where necessary, chase outstanding debtors
maintain your daily task organiser
ensure processes and workflows / tasks are followed in-line with IFP standards
fully supported through completion of CII Certificate in Financial Services
follow IFP’s Behavioural Framework
reporting To: Client Services Manager
location: 8 Waterside Business Park, Livingstone Road, Hessle, HU13 0EG

previous administration experience
good organisation skills, with an ability to prioritise your workload and meet deadlines
excellent verbal and written communication skills
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takes personal responsibility for consistently delivering high quality work
administrative: 1 year

GIBBS HYBRID INTERNATIONAL	3920 £	2666 £ 3920 £
TAYLOR JAMES PROFESSIONAL RECRUITMENT	3750 £	2666 £ 3920 £
SEARCH	2958 £	2666 £ 3920 £
PARKSIDE RECRUITMENT	2948 £	2666 £ 3920 £
DAVIES RESOURCING	2916 £	2666 £ 3920 £
ADDITIONAL RESOURCES UK	2916 £	2666 £ 3920 £
ASHLEY KATE HR	2916 £	2666 £ 3920 £
TAY ASSOCIATES	2880 £	2666 £ 3920 £
TRANSACT	2750 £	2666 £ 3920 £
AUXERIS	2666 £	2666 £ 3920 £

Salary at INFORMED OPTIONS FINANCIAL PLANNING