Minimum Requirements: 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell
Salary/package: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking
We are a leading Financial Services company who provide financial advice to clients regarding their investments, retirement planning, and financial planning solutions are looking for a confident, professional individual to join the team as our Receptionist / Administrator.
You will be responsible for a range of Reception & Administrative duties including:
You will enjoy working in a busy office environment, where your professional and resourceful approach will be welcomed by colleagues and clients.
They are currently seeking additional Customer Service Representatives to due ongoing developments and with training you will become responsible for providing an efficient and effective administration and customer service for their Mortgage and Savings Accounts.
Their aim to be the first choice for families' mortgages and savings, by providing an outstanding services that is fully backed by their excellent personal service and innovative products.
As a financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales.
These are not your usual "automated roles" and are mix of both administration and customer services, where you will be involved in:
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
With training, the role is a dual role split into providing both administration and customer service to existing customers regarding their Mortgage, Investment and/or Savings Accounts.
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.