Company

Page Personnel Secretarial & Business SupportSee more

addressAddressBrighton, Cornwall
type Form of workPermanent
salary Salary£27,000 - £32,000 Annual
CategoryBanking

Job description

This Financial Advisor Administrator role is a perfect fit for a well-organised and diligent individual with a strong interest in the financial services industry. The successful candidate will provide indispensable support to a team of Financial Advisors, ensuring smooth business operations.

Client Details

Our client is a reputable player in the financial services industry, boasting a workforce of over 200 dedicated employees. They pride themselves on their commitment to providing top-quality financial advice and aim to maintain a positive and collaborative work environment.

Description

  • Provide administrative support to Financial Advisors
  • Prepare and organise necessary documentation for client meetings
  • Assist with the management of client records and databases
  • Coordinate meetings and appointments
  • Ensure all compliance procedures are adhered to
  • Handle client queries and correspondence
  • Maintain up-to-date knowledge of financial services and products
  • Support the team in the delivery of excellent client service

Profile

A successful Financial Advisor Administrator should have:

  • A strong educational background, ideally in finance or a related field
  • Excellent organisational skills
  • A keen eye for detail
  • A proactive approach and the ability to work independently
  • Strong communication skills, both written and verbal
  • Sound knowledge of the financial services industry

Job Offer

  • A competitive salary ranging from £27,000 to £30,000 per annum
  • 25 days holiday leave
  • A supportive and collaborative company culture
  • An opportunity to grow your career in the financial services industry

We encourage all suitable candidates to apply for this exciting Financial Advisor Administrator role based in Brighton, and look forward to welcoming the successful candidate to our team.

Refer code: 2391894. Page Personnel Secretarial & Business Support - The previous day - 2024-01-03 16:28

Page Personnel Secretarial & Business Support

Brighton, Cornwall
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