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Our client, located in North Tyneside, is a successful Chartered Financial Planning firm who are at the start of what they hope will be, an outstanding growth journey. They aim to grow the firm by building on their passion for delivering high quality financial planning, to clients with more complex needs.As part of their growth, they are seeking to strengthen the team with a Customer Champion (Financial Services Administrator), who shares their passion. The individual will be challenged and fulfilled by their role, given the opportunity to grow and be well rewarded. There is some flexibility around working hours and this can be either on a full-time, or part-time basis.
Responsibilities will include:-
- Liaise with providers including sending and chasing for information
- Processing new and existing business
- Dealing with incoming enquiries from clients
- New client welcome calls
- Organising reviews and testimonials from clients
Candidate Requirements:
- Previous experience of working in a regulated environment, is advantageous
- Excellent communication skills, both written and verbal
- Be highly organised, with excellent attention to detail
- Possess a client-centric approach
Benefits:
- Holidays - 28 days including bank holidays, plus Xmas
- Pension - 3% employer contribution if you make a 5% contribution
- Full study support and development, if desired
- Valuable long term incentive scheme - upon qualification
- Private Medical Insurance
Know someone who the above job would be a perfect fit for?
REFER THEM ...and receive £250 when they start in their new role!
