Overview of the role
* Communicate professionally with clients via phone, email, and in-person.
* Respond to client inquiries in a timely and effective manner.
* Manage calendars for financial advisors, booking appointments, and ensuring efficient use of time.
* Administer fact finds using the company's back-office system, ensuring accurate and complete documentation.
* Create, manage, and archive client records in accordance with data protection regulations.
* Prepare and issue letters of authority as required, ensuring compliance with regulatory standards.
* Follow up as needed to confirm receipt and execution of letters.
Benefits
* A bonus paid out twice through the year.
* Membership of HealthCash Plan.
* Group Life assurance of 2*basic salary.
Ifthisisofinterest,pleaseapplystraightawayorcontactHannahat360recruitmentformoreinformation.Evenifyoudon'thaveaCV,justgetintouch.
#J-18808-Ljbffr