Role: Financial Advice Administrator
Location: Leamington Spa
Salary: £26,000 to £36,000 (Depending on experience)
We are recruiting for one of our partnership business who are looking for a Financial Advice Administrator to join their offices based in Leamington Spa.
This is a well-established family run business that has a caring and friendly approach to both their clients and staff. The small but strong team works in unison with our personalities as well our individual skills.
They have created a working environment which is enjoyable and challenging - making it professional but also personable. They want you to grow in knowledge and confidence by learning from them all, whilst they also want to learn from you so that all grow stronger.
Support offered when needed on both personal development and any on-going training that may be required for your role.
In addition to an attractive salary of £26,000 to £36,000 (Depending on experience), you will also receive an opportunity to opt-in to a company pension scheme and 21 days holiday plus bank holidays.
Financial Advice Administrator Duties & Responsibilities
1. Manage and update the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records.
2. Understand and deliver all client facing material...