Company

Kcr SolutionsSee more

addressAddressNewcastle upon Tyne, Tyne and Wear
type Form of workPermanent
salary Salary£24,000 - £30,000 Annual
CategoryAdministrative

Job description

KCR Solutions are delighted to be working with this successful Financial Services business to recruit a Financial Services Administrator. Your duties will be as follows:

  • Providing efficient and effective administrative support to the financial advisers
  • Creating new client packs
  • Organising and producing all documentation as required
  • Contacting providers regarding client's policies
  • Inputting data on the system and ensuring all information is up to date
  • Providing weekly reports for the advisors
  • Liaising with clients via telephone and email

You will have strong organisational and time management skills and have worked in a similar role in the Financial Services industry. Solid Microsoft Office skills are essential.

This role will suit someone who is keen to develop and progress with a successful business.

Refer code: 3472938. Kcr Solutions - The previous day - 2024-06-28 18:55

Kcr Solutions

Newcastle upon Tyne, Tyne and Wear

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