We are looking for an experienced administrator to support our client’s friendly Financial Planning team in Durham.
You will be responsible for processing new business, withdrawals, letters of authority, processing of applications, preparing review packs, meeting arrangements with clients, dealing with client queries, business administration, keeping database up to date, working on financial software and making sure process runs smoothly.
In order to fulfil this role you must have excellent communication skills, both written and verbal, have an excellent telephone manner, be organized and efficient, deadline driven, have strong attention to detail and be team player. Your experience in similar roles will ensure you can hit the ground running when you start.
Please email your CV to email@example.com
to express interest in this great role.