TAYLORED ADVICE GROUP  Salary

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26 CITY BUSINESS CENTRE HYDE STREET WINCHESTER SO23 7TA UNITED KINGDOM
TIN: 12804587
 Other service activities
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TAYLORED ADVICE GROUP
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TAYLORED ADVICE GROUP is looking for employees for positions:

financial services administrator

  • financial services administrator
  • paraplanner

Working hours

  • full-time | Permanent

Responsibility

  •  Telephone answering
  •  Sorting and distributing post
  •  Submitting new business and tracking through to completion
  •  To obtain illustrations, key features and application forms from Platforms & Providers as required
  •  To post client documentation to the client or product providers as appropriate
  •  To accurately maintain client personal details and policy information
  •  Deal with and respond to written, telephone and electronic general enquiries for Advisers, colleagues, clients and providers
  •  Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings

Requirements

  •  Excellent communication skills both written and verbal
  •  Client-centric approach
  •  Organised and highly motivated
  •  Good levels of industry knowledge
  •  Good attention to detail
  •  Accurate data entry and record-keeping skills