Secretary / Administrator

Recruiter
ThatRecruit.com
Location
Worthing
Salary
17000.00 to 0.00 Per Year
Posted
18 Jul 2017
Expires
16 Aug 2017
Contract Type
Permanent
Hours
Full Time
Our client is a highly regarded and reputable firm of Independent Chartered Financial Planners and has been providing expert tax and financial planning since 1898. A vacancy has arisen for a Secretary/Administrator to join the Adviser Support Team on a full-time basis in their Worthing office in West Sussex.

You will be responsible for providing a detailed and seamless support service.

Your key responsibilities will include:

-Assisting Pre-Sales with client and adviser support
-Dealing with client queries
-Typing and collating recommendation reports for clients
-Producing quotes
-Carrying out research on the internet and using platforms
-Administration of all investment business
-Adhering to all existing systems and compliance requirements
-Maintaining information and updating client records

You will ideally have Financial Services industry experience and be very commercially aware. The ability to meet deadlines is imperative along with strong communication skills. You must be able to analyse information quickly and effectively and possess accurate typing skills at 45/50 wpm with audio skills (desirable). MS Office literacy is essential within this role.

To be considered for this role, please apply today.

CLOSING DATE 4TH AUGUST 2017