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We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK. The practice has been established for over 20 years with the head office based in West Berkshire.
The Role
- General office administration duties such as filing, faxing, photocopying and answering the telephone.
- Updating and maintaining systems and files
- Submission of mortgage applications
- Assist in the process from research to offer and completion
- Writing to customers to provide updates and request documentation
Requirements
- Good administrative and organisational skills
- Proficient in spelling, grammar, punctuation and other English language skills
- Good general computer literacy
- Pleasant and outward personality able to converse with all types of individuals
- Real desire to learn and strive for success
Previous experience is beneficial but not necessary as full training can be provided.
If your application is successful, we will contact you to discuss the opportunity in more detail.
