INFORMED OPTIONS FINANCIAL PLANNING Salary
142 LOWER CAMBRIDGE STREET CASTLEFORD WF10 4AD ENGLAND
Phone: +44 1482 219325
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Earnings on positions in INFORMED OPTIONS FINANCIAL PLANNING
INFORMED OPTIONS FINANCIAL PLANNING is looking for employees for positions:
client administrator
Working hours
- full-time | Permanent
Responsibility
- 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
- 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
Education
- GCSE or equivalent
Requirements
- previous administration experience
- good organisation skills, with an ability to prioritise your workload and meet deadlines
- excellent verbal and written communication skills
- takes personal responsibility for consistently delivering high quality work
- administrative: 1 year