SIMPLY ADVICE Salary
C/O HUNTS ACCOUNTANTS THE OLD PUMP HOUSE OBORNE ROAD SHERBORNE DT9 3RX ENGLAND
TIN: 11080804
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Earnings on positions in SIMPLY ADVICE
SIMPLY ADVICE is looking for employees for positions:
financial services administrator
Requirements
- strong time management and analytical skills
- demonstrable experience in financial services administration
- strong communication and organizational skills
- experience in customer service and administrative tasks
- financial Services: 1 year
Responsibility
- prepare and maintain client files
- liaise between client, adviser and providers as required
- first point of contact for client queries
- keep updated with rules, regulations and changes in FCA / company requirements
- new business administration for pensions, investments and mortgages
- research and report writing
- client review work, including paperwork, booking meetings and organising with the adviser to have everything ready to present the client
- client administration including processing letters of authority, processing switches, processing business, requesting valuations, liaising with mortgage lenders and solicitors and discussing general information with clients
Earnings on positions in SIMPLY ADVICE
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1333 £