Address
Form of work
SalaryCore duties of the role:
- Call clients to book in annual review meetings
- Navigate and plot meetings across England to optimise Financial Planners' journeys
- Update and manage each Financial Planners diary
- Send confirmation letters to clients
- Make up and maintain compliant files
- To comply with the principals of treating customers fairly in all aspects of the role of the administrator
- Full-time and office based
Key Skills:
- Polite telephone manner
- Ability to achieve agreed outcomes without supervision
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to work independently and in a team
- Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
- Xplan is our back-office system - training will be provided.
£26,000
Full time but there is some flex on the hours - ie: 9am - 4pm / 10am - 5pm / 9am - 3pm (examples)
Office based - parking
Lovely offices
What you need to do now
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