TRUE FINANCIAL DESIGN Salary
PARKHILL BUSINESS CENTRE WALTON ROAD WETHERBY LS22 5DZ ENGLAND
TIN: 11595677
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Earnings on positions in TRUE FINANCIAL DESIGN
TRUE FINANCIAL DESIGN is looking for employees for positions:
financial services administrator
Working hours
- full-time
Responsibility
- act as a main point of contact and deal effectively with queries from clients and other parties
- establish and build strong relationships with clients
- communication with clients by telephone, post and email
- entering and maintaining the accuracy of client data
- to organise and action incoming and outgoing correspondence by post, email and any other means
- preparation of Annual Review Suitability Reports
- completion of general tax calculations
- liaison with product providers, consultants and clients for data gathering and ongoing servicing queries
Requirements
- financial services: 3 years