PERSONNEL PLUS Salary
18 FREDERICK STREET LOUGHBOROUGH LE11 3BJ
PERSONNEL PLUS Premium profile inactive Premium profile inactive
Earnings on positions in PERSONNEL PLUS
PERSONNEL PLUS is looking for employees for positions:
financial services administrator
Responsibility
- processing new business from cradle to grave; submitting and processing new business, ensuring all new business is recorded correctly and accurately
- ensure all client work is compliant and supported with relevant paperwork
- provide proactive administration support to ensure an efficient and smooth service
- our client is a successful and established company based in Stratford-upon-Avon, specialising within the financial planning sector
- general administration; withdrawals and top-ups
- provider platforms – logging on to process applications and tracking progress
- initial valuation and providing support to the paraplanners
- answering the phone – being on the front-line for client communications and dealing with customer requests
Requirements
- experience in either pensions, mortgages, investment, or insurance administration systems
- knowledge of the financial planning industry and advice process desirable
- experience of working within Financial Planning desirable
- effective and competent communicator, both verbally and written
- high attention to detail and ability to manage own workload within a small team
Earnings on positions in PERSONNEL PLUS
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2374 £