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Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London.
Key responsibilities:
- Acting as the point of contact between advisers, clients and third party product providers
- Establishing and maintaining electronic client files (Curo CRM)
- Obtaining information and maintaining accurate records
- Sourcing quotations, illustrations and supporting documentation
- Preparing valuations, reports and other material for client meetings
- Processing new business applications and maintaining accurate records of transactions
The role requires the following key attributes;
- Detail: excellent attention to detail
- Prioritisation: the ability to work independently and proactively
- Communication: strong written and verbal communication skills
Support for professional career study is available.
