To work within consistent business support and administration processes and.
Under the direction of the Team Leader, to ensure that key administrative tasks assigned are undertaken and delivered as set out within the Service Level Agreement, meeting agreed timescales and frequency.
Main purpose of the job
To provide comprehensive administrative support to a range of services across the Council to meet the core business needs of the service (as deployed by the Team Leader and agreed with the Customer Service Operations Manager.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £30K/yr
General
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission.
The role will involve promoting the company's services in a professional and FCA compliant manner.
Key Responsibilities
Deal effectively with queries from clients and other parties through effective communication.