|Location: SOUTHAMPTON COMMON, HAMPSHIRE||Salary: 19000 - 26000 GBP Per Annum|
|Sector: Insurance||Job Type: Contract|
|Shift Type: N/A||Applications: N/A|
|Posted: 6 months ago||Reference: 3062130|
Very energetic friendly team with lots of progression opportunities and support towards Level 4 Diploma in Financial Planning.
• Producing financial reports when required
• Be the point of call for clients needs and financial circumstances
• Request information from clients, providers and other third parties.
• Inputting compliance data and documents onto internal and external systems.
• Liaise with financial services providers- request, chase and receive updates throughout the process
• Financial Adviser diary management, along with booking in client meetings.
• Undertake regular research to keep your knowledge upto date on all products.
• Previous financial services administration experience
• Knowledge on financial services products
• Ability to work well within a team
• Fine eye for detail
• Excellent written and verbal communication skills
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