We’ve recruited for this company several times over the past few years, and they are a great business…Their offices are modern with ample parking, and they truly care about their employees
Day to day you’ll provide back-office support to a wider team and deal with some of their clients.
In terms of your background, you’ll need to have administration experience as well as strong IT skills.
What they need is a people person, someone who takes initiative and actively contributes to the team.
Below is an overview of the role;
*Communicate professionally with clients via phone, email, and in-person.
*Respond to client inquiries in a timely and effective manner.
*Manage calendars for financial advisors, booking appointments and ensuring efficient use of time.
*Administer fact finds using the company’s back-office system, ensuring accurate and complete documentation.
*Create, manage, and archive client records in accordance with data protection regulations.
*Prepare and issue letters of authority as required, ensuring compliance with regulatory standards.
*Follow up as needed to confirm receipt and execution of letters.


Benefits;
*A bonus paid out twice through the year (3-5% of your salary)
*Membership of Health Cash Plan
*Group Life assurance of 2*basic salary


If this is of interest, please apply straight away or contact Hannah at 360 recruitment for more information. Even if you don’t have a CV, just get in touch