RIVERPEAK WEALTH in Haywards Heath Salary

KINGFISHER HOUSE HURSTWOOD GRANGE HURSTWOOD LANE HAYWARDS HEATH RH17 7QX

RIVERPEAK WEALTH
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RIVERPEAK WEALTH is looking for employees for positions:

client administrator

Requirements

  • two years experience in a similar role working for a financial advice firm
  • experience in providing an efficient, friendly and professional point of contact for clients
  • enthusiastic, proactive, self-motivated, and able to work as part of a team
  • highly organised and good time-management skills
  • excellent communication skills
  • articulate with a strong attention to detail
  • able to work within defined business processes

Responsibility

  • ensuring all electronic files are organised and updated
  • ensuring all tasks are completed within FCA regulatory requirements