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INSIGHT FINANCIAL is looking for employees for positions:
business support administrator
business support administrator
pa
Working hours
full-time
Responsibility
we are currently recruiting for a adviser support to join our growing Team at Insight Financial Associates
ensure the Adviser meets with company standard compliance requirements
ensure all service levels are met for relevant clients and audited correctly
ensure you understand the Adviser’s business and activity target for the year and log/monitor the relevant figures associated
ensure you understand the current business goals & objectives
we have been operating in the industry for over 20 years and are a trusted, well-known Firm. We are a family-run company who have become one of the largest in East Anglia and the South East
ensure that all data added to the back-office system is correct and up to date where available
preparation and submission of New Business Files
Requirements
great customer service
good IT Skills
excellent time management skills
high attention to detail and accuracy
ability to self-manage and be proactive
great communication skills
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