- Administrative support
- Good communication skills
- Regulated enviroment
Our client, a well-established Chartered Independent Financial Planning firm is seeking an
Independent Financial Services Administrator
to join their team based in Somerset.
What will you be doing?
- Act as a point of contact for clients to answer their day-to-day queries
- Building and maintaining client relationships
- General administration duties
- Diary management
Skills/Qualifications:
- Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Math
- You will be either working in a firm that offers financial advice or have experience within a professional business services
- Understanding of FCA rules and experience of wokring in a regulated enviroment
- Exceptional organisation skills
- Excellent verbal and written communication
The Benefits:
- Employer pension scheme
- Competitive Salary
- Training and development opportunities