3 or 4 day maximum - Tuesday, Wednesday, Thursday and Friday or Wednesday, Thursday and Friday
Duties - Support existing financial advisers, process new business, update back office system (Intelligent Office), produce client packs, maintain and enhance our existing client review/servicing system, maintain client files and keep them up to date, contact insurance providers, use wrap platforms - mainly standard life and aviva.
Looking for a motivated individual, who has financial services industry experience. The candidate must be able to work on their own and in a small team, be able to prioritise their work load and maintain a high level of accuracy.
Salary - Dependent on experience circa of £25,000 pa pro rata
Reed Specialist Recruitment Limited is an employment agency and employment business
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