Whats in it for you?
* Competitive starting salary
* Discretionary bonus
* Hybrid working environment
* 20 days annual leave plus bank holidays
* Additional discretionary days over the Christmas period
* Clear career progression with support towards professional qualifications
* Pension scheme
* Christmas and summer company outings
Must haves
* Friendly and well-organised approach
* Ability to follow processes and procedures accurately
* Experience updating CRM systems with strong attention to detail
* Confident communication skills, both written and verbal
* Strong telephone manner with a focus on excellent client service
* Ability to work effectively both independently and as part of a team
So, what will you be doing?
* Handling client queries and providing clear, timely responses
* Supporting advisers by managing emails, calls and follow-up tasks
* Completing documentation and due diligence for case submissions
* Preparing meeting notes and review letters
* Keeping internal systems fully up to date
* Working closely with advisers to build strong relationships with them and their clients
* Processing new business for advisers
Interested? Send your CV to ELLIEi2i Recruitment today!
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