|Job Title:||Client Technical Administrator|
|Description:||Client Technical Administrator - Sheffield, South Yorkshire
FANTASTIC OPPORTUNITY in Sheffield office for an experienced Financial Planning Administrator.
This is a superb chance to use and develop your existing experience, with responsibility for dealing with client affairs and working closely with the Sales Consultant(s) based in the Sheffield office. We offer a friendly working environment with an excellent benefit package depending on existing experience and qualifications.
Personal Skills required:
FPC qualified, or working towards
Experience in financial services / IFA sector
The ability to work under pressure
Excellent decision maker and ability to think laterally to resolve issues
Dedicated and reliable, with a flexible and enthusiastic approach
Good levels of IT knowledge, Microsoft office software packages
Excellent communication skills both verbal and written
New Business Processing for new and existing clients
Obtaining quotations, client valuations and annual reviews
Providing a high quality support to Consultants and clients
Ensure the Company's compliance and regulator standards are maintained
Updating and recording of client information on Company's client database
Preparing client valuations
Ability to effectively manage their own time and meet deadlines
To be able to work independently, as well as part of a team
SEND ME YOUR CV BEFORE ITS TOO LATE!!! |
|Salary Range:||£19000 - £25000/annum excellen|
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