360-Recruitment
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 play an integral part to their client service delivery.
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
- 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