Details:
- Salary: £26,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Poole Dorset
- Date: 3 weeks ago
Description:
Core duties of the role:
Call clients to book in annual review meetings
Navigate and plot meetings across England to optimise Financial Planners' journeys
Update and manage each Financial Planners diary
Send confirmation letters to clients
Make up and maintain compliant files
To comply with the principals of treating customers fairly in all aspects of the role of the administrator
Full-time and office based Key Skills:
Polite telephone manner
Ability to achieve agreed outcomes without supervision
Articulate
Excellent interpersonal skills, both written and verbal
Ability to work independently and in a team
Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
Xplan is our back-office system - training will be provided.
£26,000
Full time but there is some flex on the hours - ie: 9am - 4pm / 10am - 5pm / 9am - 3pm (examples)
Office based - parking
Lovely offices
What you need to do now
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