Our client is a very well established chartered financial practice, based in Buckinghamshire. They are looking for a career oriented individual to join their team.
They will offer growth and development to the individual, salary from £40,000.00
Ideal candidate will be either level 4 qualified or close to achieving that level, further exams would be an advantage.
Duties:
- Preparing suitability letters, both new business and ongoing review
- Researching existing client policies and providing a concise outline of how these function
- Processing and tracking new business applications
- Answering queries from the administration team with regards to ongoing client reviews and servicing
- Checking output from the administration team
- Cashflow planning
- Coordinating and tracking our weekly Advice Committee
Please apply for further details