Job Title

Overview of the roleCommunicate 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.BenefitsA bonus paid out twice through the year.Membership of HealthCash Plan.Group Life assurance of 2*basic salary.Ifthisisofinterest,pleaseapplystraightawayorcontactHannahat360recruitmentformoreinformation.Evenifyoudon''thaveaCV,justgetintouch. #J-18808-Ljbffr