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London
03/05/2024
Type of Position: Financial Planning Support - London
Pay: £25k - £32k
Our client is looking for a talented individual to join their team. You will have relevant financial services experience and will be based in a full-time permanent role in the administration team in London.
Key tasks will include:
* Acting as the point of contact between advisers, clients and third party product providers
* Establishing and maintaining electronic client files (Salesforce CRM)
* Obtaining information and maintaining accurate records
* Sourcing quotations, illustrations and supporting documentation
* Preparing valuations, reports and other material for client meetings
* Processing new business applications and maintaining accurate records of transactions
Skills and Experience:
* Relevant financial services experience is essential
* Some knowledge of the Salesforce back office system is desirable
* Excellent attention to detail
* The ability to work independently and proactively
* Strong written and verbal communication skills
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