PADSTONE FINANCIAL MANAGEMENT Salary
UNIT 5 GROUND FLOOR WHITESTONE BUSINESS PARK HEREFORD HR1 3SE
TIN: 04366170
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Earnings on positions in PADSTONE FINANCIAL MANAGEMENT
PADSTONE FINANCIAL MANAGEMENT is looking for employees for positions:
client manager
Working hours
- full-time | Part-time
Language
- english
Responsibility
- padstone Financial Management Ltd is a firm of Independent Financial Advisors based on the outskirts of Hereford
- we are very enthusiastic about technology and utilise the latest software and systems to provide full, regular reporting to our clients
- the applicant also needs to possess great communication skills, as this role will involve direct contact with clients
- we manage portfolios in-house and have well established connections with a number of leading UK stockbrokers, offering an effective wealth management service
- hours of work will be Monday to Friday
- full and part-time applicants will be considered and there can be some flexibility with working hours
- due to a retirement within the company, we require a Client Review Manager to run and oversee the Client Review Department, working directly alongside our Financial Advisor and other staff within the office setting
- the successful applicant needs to be a great team player, possess excellent IT and data entry skills, work well using their own initiative and be proficient at both letter writing and diary management
Education
- GCSE or equivalent
Requirements
- able to work using own initiative
- great team player
- good IT skills, including Microsoft Office
- approachable with a good telephone manner
- good organisational skills, as diary management will be a key part of the role
- data inputting knowledge and/or experience
- microsoft Office: 2 years