Career Opportunity in Financial Services
Start your career within Financial Services by providing administration support in the 'Know Your Client' area of a Chartered Financial Planning practice.
Main duties include confirming and recording personal data, checking client completed forms, liaising with clients, and outlining processes to prepare for the advice process.
* Verify client forms
* Confirm client information by phone
* Recognize and query client errors
* Prepare clients for advice process
Previous experience in office administration, secretarial, or customer service is required, preferably in professional or financial services.
Opportunity to qualify in Financial Planning exams and hybrid working with home/office split are available.