Our client in Brighton is a well-established Financial Advisory firm. They are extremely well respected in the industry and have won various awards. They have a vibrant and dynamic environment and are constantly trying to develop their people and grow the business.
We are currently looking for a bright and confident individual to join them as a Client Support Executive. You will be working in a team supporting the Financial Advisors who recommend financial products such as pensions, investments and insurance policies. Once a customer is happy to purchase a product they have to formally apply in accordance with FCA regulations and you will be guiding them through this process.
This position will involve administration and customer service tasks so it is essential that you have a professional telephone manner and good attention to detail, as the process involves careful data entry. You will need to be able to organise your workload, especially at busy times.
The company offers a clear progression route where you will be trained and developed, they will pay for formal insurance and financial qualifications to be taken which will in turn open opportunities in the company to progress into a financial adviser position or a Para planner position dependent on your preference and skill set
Salary £19,000 - rising to £21,000 while developing in the position with longer term progression on offer as above.
Hours - Monday to Friday 9am - 5pm during the first two months to allow for training and then you will go into a rota system working 10am - 6pm or 12pm - 8pm, on Fridays the latest finish time is 6.30pm.
If this sounds of interest please apply today and we will be in touch.
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