MILLCROFT WEALTH MANAGEMENT Salary
8 WINMARLEIGH STREET WARRINGTON WA1 1JW
TIN: 07887233
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Earnings on positions in MILLCROFT WEALTH MANAGEMENT
MILLCROFT WEALTH MANAGEMENT is looking for employees for positions:
ifa administrator
Working hours
- full-time
Responsibility
- assist with organising and managing the Directors diaries
- assisting with the provision of an efficient back office system and process
- create and assist with maintaining client files in both an electronic and paper format
- ensure all dealings with clients are carried out in a professional and courteous manner
- ensure all supporting documentation is maintained as per company procedures
- maintain all standards of performance as required by the firm
- dealing with incoming and outgoing post, including mail merges
- answering the telephone and taking messages for the rest of the team
Requirements
- A basic knowledge and understanding of the Financial Services sector
- basic analytic and numerical skills
- good telephone manner
- ensure that you are aware of and understand the firm’s record keeping requirements and that you adhere to these
- an understanding of the provision of advice to clients in a compliant manner as detailed in the firms’
Contract type
- job Type: Full-time