This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.
Hours: 5 days per week - 9am until 5pm (35 hours per week)
Salary; £25,000
Contract type: Permanent
Benefits;
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- Inhouse development path for those that want to develop throughout the various roles
- Team socials
Role purpose: An exciting new opportunity has arisen with this long established business. . The role will be in the Client Servicing team providing admin support to the business's Financial Team and wider business.
Key Duties and Responsibilities:
Updating client personal information onto our CRM system (Salesforce)
Review letter completion
Complete full annual review advice set on our CRM system (Salesforce)
Protection quotations through Solution builder app
Answering of incoming office calls
Supporting with any broader general office support
Supporting with client generic queries
Person Specification:
Genuine interest in Financial Services
Confident phone manner and dealing with clients
Keen to develop and learn
High level of attention to detail
Highly organised and works with a proactive attitude
Excellent written and verbal communication skills
Excellent IT Skills
Approaches work positively with a can-do attitude and take responsibility for own tasks
Manages time effectively and can work within set timescales
Works well as an individual and as part of a large team
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.
TPBN1_UKTJ
Client Servicing Administrator in Wrexham employer: All The Top Bananas
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