WAVENEY VALLEY INDEPENDENT FINANCIAL ADVISERS in Harleston Salary
2 CHURCH STREET HARLESTON IP20 9BB UNITED KINGDOM
TIN: 11615418
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Earnings on positions in WAVENEY VALLEY INDEPENDENT FINANCIAL ADVISERS
WAVENEY VALLEY INDEPENDENT FINANCIAL ADVISERS is looking for employees for positions:
financial services administrator
Working hours
- full-time | Part-time
Responsibility
- to act in a professional manner with staff, business associates and clients
- to build excellent working relationships with company staff
- to build rapport with existing and prospective clients
- to maintain client confidentiality
- to keep abreast of changes to and comply with relevant Financial Conduct Authority regulations
- an exciting opportunity has arisen for an experienced financial services administrator to join a new forward thinking firm in the heart of Harleston
- to receive, distribute or scan and electronically file incoming post
- you’ll take on a broad range of administrative responsibilities including communication with clients by telephone, post and email; entering and maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services
Requirements
- financial services: 1 year