OAK PRIVATE WEALTH Salary
1 KING WILLIAM STREET LONDON EC4N 1BA ENGLAND
TIN: 13833125
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Earnings on positions in OAK PRIVATE WEALTH
OAK PRIVATE WEALTH is looking for employees for positions:
financial services administrator
Requirements
- excellent communication skills
- A completer finisher who takes responsibility to see through tasks
- confident with technology
- self-motivated, a self-starter, working independently once trained
- adaptable and receptive to feedback
- eagerness to get involved with other tasks where necessary
- salary circa 27-30k dependent on experience
- fun and positive, intelligent and curious
Responsibility
- A good working knowledge of Intelligent Office
- generating MI information
- developing relationships with clients
- assisting clients with non-advice/non-technical queries
- some general administration
- helping onboard new clients - e.g. book meetings, prepare presentations and documents, gather policy information, liaise with providers, submit application forms, keep clients involved
- help prepare existing client meetings - e.g. assisting in the production of relevant paperwork such as valuations, reports, illustrations, letters, application forms, spreadsheets, presentations and other documents as required by the team