Financial Support Executive - Milton Keynes - £30k - £45k per annum plus excellent benefits
Our client is a well established and successful financial company based in Milton Keynes; due to their continued success they are expanding their team and recruitment for an experienced Financial Support Executive.
Main responsibilities of the role will include:
- Provide administrative assistance to the clients Financial Advisers
- Attending client meetings; taking relevant notes and fact finding when requires
- Assisting with client queries in the expected time frame
- Contacting providers regarding client information and completing letters of authority on client's policies
- Handling day to day administrative tasks such as managing client files and updating client records as appropriate.
All applicants should possess the following skills / experience:
- Previous financial experience is essential
- Excellent administration skills
- Strong analytical and numerical skills
- Excellent written and verbal communication abilities
Hours of work: Monday to Thursday 8am - 5pm and Friday 8am - 2:30pm
Keywords: financial, finance, financial admin, financial administrator, financial support, finance support, finance executive, financial executive, admin, admin support, client support, client support manager, support manager, support executive, financial exec, Milton Keynes, Buckinghamshire