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Due to expansion our busy financial services client is looking to recruit for an experienced Client Portfolio Manager this would suit a para planner or strong financial administrator within Financial services arena.
The company are flexible with hours and will look for part-time or full time.
Duties:
Manage client accounts and ensure all client information is up to date
Prepare and submit applications for new business and monitor the progress of applications
New business generation from existing clients
Provide appropriate administrative support to the office, as needed
Skills
Experience in a similar role within the financial services industry
Excellent communication and interpersonal skills
Strong attention to detail and accuracy
Ability to work well within a small team and under pressure
Good IT skills, including proficiency in Microsoft Office applications
Benefits:
20 days holiday (plus bank holidays & Office closure over Christmas period)
Free on site parking
Flexible hours 21-35
