Tandem Financial is looking for a new Client Services Administrator to join our small, friendly team and work at our lovely office in Bendish, Hertfordshire. If you have some previous financial planning experience, great. If not, we will provide full training.
Are you the brilliant administrator we are looking for?
Are you organised, can you think two steps ahead, can you get things done, are you great with people and can we rely on you to keep our office running smoothly?
If you are all of the above, and more, and you think you are ready to take your career to the next level, come and join us. We will welcome you into our small team, we will train and develop you and you will be rewarded for your commitment. This could be your ideal job for the next 10 years and you could be doing something very different in the future from what you are doing now!
The role
This is an extremely varied role. We are a currently a team of three MD, Practice Manager and Paraplanner and you will be working with all of us. To begin with we will be helping and guiding you, but you can make this role your own. Within time, you will be telling us what you have done before we even realised it needed doing!
Just some of the regular duties are:
1. Acting as a point of contact for our clients. Booking appointments, welcoming them to the office, inviting them to events and even sending them birthday cards. You will get to know them w...