SKYLARK WEALTH MANAGEMENT Salary
FIRST FLOOR 292 NORTH ROAD CARDIFF CF14 3BN WALES
TIN: 13014008
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Earnings on positions in SKYLARK WEALTH MANAGEMENT
SKYLARK WEALTH MANAGEMENT is looking for employees for positions:
office administrator
Working hours
- part-time
Language
- english
Education
- GCSE or equivalent
Responsibility
- provide high level technical and administrative support to the advisors
- deal effectively with queries from clients and other parties through effective communication
- prepare files including compliance required documentation; research; illustrations and supporting documentation
- ensure that files are complete with all required client identification documentation and necessary application forms
- process applications accurately and record the required management information
- progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
- to provide administrative support t to ensure that the Partner’s relationships between their clients can be optimised and assist with the daily operation of the office
Requirements
- customer service
- administrative experience
- previous experience in an office support role, ideally in financial services or related sector
- knowledge of relevant regulation and legislation
- excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
- excellent written communication skills
- good organisation skills
- strong attention to detail