Posted by Financial Divisions • £30K/yr to £35K/yr
Financial Administrator - Wealth Management
Offices near Basingstoke
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
Responsibilities as a Customer Service Administrator
Answering telephone calls and emails.
General
This is an ongoing temporary role that could lead to permanent.
Pertemps are currently recruiting for Customer Service Administrators to join a leading Logistics company in their Head office based in Chineham Basingstoke.
Posted by Financial Divisions • £30K/yr to £35K/yr
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.
As a Warranty Administrator, you will be part of the Aftersales team that work closely with our workshop and service advisor teams, overseeing processes related to warranty work and ensuring the correct steps are followed to complete warranty work.
About You
You will have previous/current warranty administration experience, ideally having worked with manufacturer warranties previously.