Day to day administration of new and existing client business
Maintaining Client database
Valuing Portfolio’s
Audio typing – client correspondence / file notes etc
Dealing with day to day enquiries from customers and insurance companies

Prerequisites:

Thorough knowledge of Microsoft Office Suite
Audio typing
Preferred experience of 1st Software
Understanding of Investment / Pension industry

Preferred:

Previous working experience within the financial sector

Salary dependent on experience – scale £15,000 - £20,000
Other benefits 5% ER Pension Contribution / 4x salary life assurance / PHI
Basic holiday of 22 days rising to max of 27 after 3 years