Client Service Officer
6 hours ago
We are a professional and successful financial planning company, offering an opportunity to join our team at our Blackburn office.
The role will work closely with our existing staff, with mentoring to assist in your development.
You will be supported and trained in a variety of duties including :
- Collaborating with advisers in the business
- Interaction with clients and fund managers
- Preparation and collation of client documentation
- Implementation of client transactions
- Involvement in shared administration duties
Ideally you will have experience in, or completed studies in financial planning or a related field. You will be provided with ongoing training to build your skills.
The successful candidate must have :
- A focus on attention to detail
- Excellent verbal and written communication skills
- An ability to quickly grasp new concepts and problem solve
- Strong time management skills
There is the possibility of flexibility around school hours for the right candidate.
To apply for this role please submit your resume and include a personalised cover letter to Mathew Gale.
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