Financial Planning Administrator

Cordant People
13 Sep 2017
11 Oct 2017
Contract Type

Exciting opportunity for a Part Time Administrator to join one of our prestigious clients based in Newton Abbot.

You will be responsible for providing administrative support to a consultant, ensuring all client information is entered onto the client database system, dealing with enquiries, preparation of client valuations and reviews and processing and tracing new business.

Ideally( although not essential )The successful candidate will have the following experience.

Client care and service focused including excellent telephone manner

Good communication skills and the ability to work within a team

The initiative to organise and prioritise your own workload

Previous experience of using Advisor Office (Avelo/iress) client database/back office system

Previous experience of using Virtual Cabinet paperless office system or similar

Previous experience in a similar role

Good level of IT skills including Microsoft Office.

In return my client will offer a fantastic place to work in the South West with a competitive and flexible benefits package.Salary is competitive based on skills, qualifications and experience.

Cordant is acting as an Employment Agency in relation to this vacancy.