NEXT CHAPTER FINANCIAL PLANNING in Leeds Salary
14 EGERTON TERRACE RAWDON LEEDS LS19 6QA UNITED KINGDOM
NEXT CHAPTER FINANCIAL PLANNING Premium profile inactive Premium profile inactive
Earnings on positions in NEXT CHAPTER FINANCIAL PLANNING
NEXT CHAPTER FINANCIAL PLANNING is looking for employees for positions:
financial services administrator
Responsibility
- new Business – Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures
- servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances and withdrawal requests
- client Review Packs– Organise review packs, update valuations and any other supporting documentation in readiness for client review meetings
- greet clients when they attend the office
- answer telephone calls, sort and distribute inbound correspondence
- undertake general administrative tasks, ensuring that throughout all stages of the advice and review process, the back-office records and client files are compliant
Requirements
- genuine desire to produce a high standard of work and provide a quality service to clients
- excellent communication skills and confident telephone manner
- ability to work as part of a team
- excellent accuracy and attention to detail
- ability to multi-task and prioritise effectively
- good knowledge of the Office 365 suite
- experience working with Intelliflo back office desirable
Earnings on positions in NEXT CHAPTER FINANCIAL PLANNING
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1500 £