Company Name: Talent Finder
Location: Linlithgow
Job Type: Full-Time
Salary: £24,000 to £30,000 per year
Job Description:
Direct Mail to the relevant Case Handler.
• Maintain literature stock within the office.
• Ensure all documentation is relevant and kept up to date.
• Maintain Client files both in paper format and electronically, updating as necessary.
• Maintain client files in line with GDPR.
• Prepare prospect/existing client files for face-to-face meetings.
• Ensure paperwork is partially completed and marked up clearly.
• Keep in regular contact with providers regarding the transfer process.
• Keep in contact with client and adviser to update on progress of transfer.
• Ensure 2 hours of CPD is completed each month and logged in your personal development file.
• Understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements.
• Submit new business to the product providers.
Experience And Qualifications:
• At least 3 years of experience in Financial Services.
• Strong integrity and work ethic.
• Positive, "Can Do" attitude.
• Committed and dedicated.
• Collaborative team player.
• Loyal and honest.
• Maintains a positive mental attitude.
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