We’ve recruited for this company several times over the past few years, and they are a great business…Their offices are modern with ample parking, and they truly care about their employees

Day to day you’ll provide back-office support to a wider team and play an integral part to their client service delivery.

Overview of the role;

• Communicate professionally with clients via phone, email, and in-person.
• Respond to client inquiries in a timely and effective manner.
• Manage calendars for financial advisors, booking appointments and ensuring efficient use of time.
• Administer fact finds using the company’s back-office system, ensuring accurate and complete documentation.
• Create, manage, and archive client records in accordance with data protection regulations.
• Prepare and issue letters of authority as required, ensuring compliance with regulatory standards.
• Follow up as needed to confirm receipt and execution of letters.

Benefits;

• A bonus paid out twice through the year
• Membership of Health Cash Plan
• Group Life assurance of 2*basic salary

If this is of interest, please apply straight away or contact Hannah at 360 recruitment for more information. Even if you don’t have a CV, just get in touch