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THE ROLE:
This role is based in our Leamington Spa office. Your duties will vary day-to-day and will include the following:
- Answering and dealing with incoming telephone calls.
- Making outgoing telephone calls.
- Making calls/requests to and dealing with pension, investment and insurance companies.
- Processing of new business applications.
- Supporting our Mortgage Capacity Experts and Trustee Accounts Specialists.
- Supporting our Paraplanners.
- Administering Group Scheme Policy Renewals.
- General office admin duties.
- Greeting visitors at our office.
- Communicating with clients.
KEY SKILLS & EXPERIENCE:
- Previous financial services experience is preferred
- Minimum education in Maths and English GCSE grade C and above (or equivalent).
- Good working knowledge of Word and Excel.
- Enthusiastic, friendly and willing to learn.
- Basic salary of £23,000-£25,000, depending on experience and qualifications.
- 20 days holiday plus bank holidays, increasing with tenure.
- Christmas office closure.
- Excellent career progression opportunities within financial services.
- Full benefits and wellness package.
- Regular social and charity events.
Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.
