AddressOur client is looking for an individual who is looking to start a career in financial services or would like to assist in their expanding administration team. The role requires someone who presents themselves well, is articulate, who naturally enjoys meeting and greeting clients and is confident with dealing with clients via the phone and via written communication. The company will provide full training, ongoing support and a chance to progress your career in financial services.
- Based in Alton
- Up to £22,000
- Monday – Friday, 9am – 5pm
Job specification:
- Open and distribute the post
- Answering phone calls and passing on messages to the Admin and Advisers
- Assisting with booking annual reviews with clients
- Preparing client packs for annual reviews and ad-hoc meetings
- Build relationships with the clients and assist with queries
- Processing and managing letters of authorities and chasing the providers for the information
- Setting up internal meetings when requested by management
- Assist with seminars preparation where required
- Any other duties deemed appropriate
- Reporting to the Administration Manager
Person specification:
- Excellent verbal communication skills – telephone and written word
- Very good understanding of Word, Excel and Outlook
- Adaptable to changing procedures
- Time management
- Organisation and prioritisation
- Attention to detail
- Experience working in an administrative or team capacity
Additional Information:
- Based in Alton
- Up to £22,000
- Monday – Friday, 9am – 5pm
- Full study support, after successful completion of probation, to assist in acquiring diploma in financial planning
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
