THE FINANCIAL ADVICE SERVICE in Leeds Salary

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2ND FLOOR, ST. ANDREW HOUSE 119 - 121 THE HEADROW LEEDS LS1 5JW ENGLAND
TIN: 09076401
  Finance and Insurance
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THE FINANCIAL ADVICE SERVICE
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THE FINANCIAL ADVICE SERVICE is looking for employees for positions:

financial services administrator

  • financial services administrator

Working hours

  • full-time | Permanent

Salary

  • salary

Responsibility

  • taking receipt of, distributing, scanning and electronically filing incoming post
  • processing outgoing post
  • liaising with product providers and clients, handling all client queries
  • building strong rapport with existing and prospective clients
  • producing and chasing letters of authority
  • creating and maintaining clients' records in the CRM system
  • maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services
  • maintaining client confidentiality at all times

Requirements

  • proven experience as an office administrator, office assistant or relevant role
  • experience working within the Financial Services industry
  • experience of dealing with individuals over the phone and in person
  • ability to multi-task and prioritise