Administrator - Milton Keynes, United Kingdom - Macildowie Recruitment and Retention

Macildowie Recruitment and Retention

Verified Company

Milton Keynes, United Kingdom

4 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Administrator / Milton Keynes / Permanent / Salary up to £25,000 per annum

Macildowie are pleased to be partnered with a wealth management company who are continuing their growth plans by recruiting an Administrator to join their ranks.

Within the role, you act as the point of contact for client queries in regards to pensions,investments and protection as well as liaising with product providers.

You will need:

Experience within a Financial Planning firm
Financial Administration experience preferable
Strong Interpersonal skills as you will be liaising with clients and being client facing at times.

Responsibilities

Taking Phone calls, inquiries and requests, and handling them
Client correspondence
Processing of new business
Arranging client meetings
Maintaining client records

This company provides a list of
fantastic benefits of working with them. This includes
25 days holiday + statutory, holiday buy scheme, Life assurance and pension contribution.
Please put your
home postcode on your CV when applying.

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