TIMOTHY CHARLES AND COMPANY in Yeovil Salary

Rating of the company
DUNNOCK HOUSE YEOVIL ROAD EAST COKER YEOVIL BA22 9HD UNITED KINGDOM
TIN: 10926432
  Construction & renovation
Rating of the company

TIMOTHY CHARLES AND COMPANY
Premium profile inactive
 Premium profile inactive

Earnings on positions in TIMOTHY CHARLES AND COMPANY

Looking for a job?

Describe to the employer what experience you have and get interesting career offers! Let other users advise you on your choice.

TIMOTHY CHARLES AND COMPANY is looking for employees for positions:

financial services administrator

  • financial services administrator

Responsibility

  • managing diaries
  • preparing documentation for client meetings and annual reviews
  • liaising with 3rd party providers
  • dealing with client enquiries
  • ensuring all data is recorded fully and accurately, maintaining high quality records
  • processing new business applications alongside withdrawal and alteration requests
  • providing a personal and professional service to every client
  • manage regular System and Control audits

Requirements

  • completion or progress towards Diploma Level 4 qualification desirable but not essential
  • you must have the ability to work independently and as part of a team, prioritising and planning workloads
  • the ability to effectively communicate verbally and in writing is essential
  • A forward-thinking attitude to the development of yourself and the growth of the business is essential to support our longevity
  • this is not a junior role, you will have experience within a Financial Adviser practice with a strong understanding of FCA regulation and core compliance requirements
  • A proactive approach to problem solving and process improvement is essential as we constantly strive to improve systems and methods, which we see as a team effort