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Client relations/financial administration

Wolverhampton (West Midlands)
IMA Financial Solutions
Administration
£12,000 - £15,000 a year
Posted: 21 September
Offer description

We have an exciting opportunity for a motivated individual to join our team.

Based in Wolverhampton we are a very well established and respected firm of financial and mortgage advisers. The role will include administrative/office tasks and strong client relationships requiring professionalism and discretion. You will be involved in client relations and their investment and pension portfolios.

There are some essential requirements for this role:

* You must have experience in financial services, ideally in a mortgage/IFA environment. You will hit the ground running
* Excellent organisational skills. You will be juggling multiple tasks at one time.
* You will thrive in a stressful enviroment
* Great telephone manner.
* Incredible attention to detail.
* Diary management skills.
* IT literate.
* Client service and outcomes are paramount.
* The ability to have fun We enjoy coming to work, and so will you

In return you will have a great working environment within a lovely team, job satisfaction and a competitive salary package.

Job Types: Part-time based on 3 days per week with flexibility of working hours / days.

Job Type: Full-time

Pay: £12,000.00-£15,000.00 per year

Experience:

* financial services: 1 year (required)

Work Location: In person

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