Location: Whitely, Fareham
Working hours: Monday - Thursday- 9am - 5pm. Finish at 3pm on a Friday
My client place relationships at the heart their business and reflect these values in everything they do.
All of their consultants have a vast range of experience in the Financial Services profession. They are truly in the best position to advise and guide you on some of the most important and complicated financial decisions you are likely to face.
To provide administrative support the advisors to ensure the efficient processing of the business, effective management of day to day tasks and that the clients receive a high level of service when contacting the practice.
*Answer incoming calls. Responding to client queries or where appropriate
*To manage the answering of client, external and internal mails where appropriate in line with advisors
*To contact clients prior to advisor meetings to confirm appointments and obtain up to date information in line with practice processes and advisor requirements
*Prepare documentation for initial meetings
*Ensure information is entered into the CRM system
*Experience working in Financial Services
*An understanding of the Financial Serviced market including
oLife insurance and investments products
oUK taxation regime
oPrincipals of fund management
*Ability to deliver to tight deadlines
*23 days holiday
*10% commission on any introductions
*Close down over Christmas
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