A fantastic opportunity for a Financial Services Administrator to join a well-respected firm of Financial Planners.
Responsibilities will include; speaking with clients on a regular basis, helping to organise events/ meetings etc. Submission of documents, data entry, identifying new business opportunities and passing these on to the new business team.
This role would suit an individual with a strong telephone manner. Ideally you will have worked in either a call centre or financial services previously.
This is a friendly, supportive environment with a growing company where there will be plenty of opportunity to progress in the future.