Administrator - Blackpool, United Kingdom - Four Financial

Four Financial
Four Financial
Verified Company
Blackpool, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Job role:
Client Liaison Officer


Location:
Blackpool


Salary:
£22,000


Benefits:25 days holiday plus Bank Holiday, great pension, life & medical insurance & more.

Our client is a growing brand with big ambitions. Established in 1950, they are now a leading global financial services firm.


The position involves providing liaison service between Wealth Advisor and Operations Centre, third parties and clients by ensuring that all queries are dealt with in a timely and efficient manner, demonstrating a proactive approach and taking accountability to ensure the resolutions of issues are seen through to the end.


What does the role involve?

  • Completing payment requests
  • General administration in line with HMRC procedures
  • Providing technical support for Online to clients, colleagues and intermediaries
  • Log incoming cheques in line with CASS requirements
  • Completing additional projects as and when required
  • Any additional administrative duties required.

Who would be the right fit?

  • Great communication both written and verbal
  • Someone who is approachable and helpful
  • Good organisational skills
  • A team player, someone who is happy to help with other tasks
  • Someone who is proficient in Word, Excel and Outlook.
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