Duties will include:
- Collating business information through existing processes to produce monthly reports.
- Managing pre sale and post sale client information.
- Managing the existing client bank. Reviews and servicing requests.
- Contacting financial service companies for new business and servicing of existing business.
- Full training given and close liaison with well established financial adviser.
Applicants should be confident with a range of administrative and customer service skills, including but not limited to:
- Data entry,
- Data processing (including use of Excel),
- Systems management,
- Confident with phone and email correspondence,
- Sales generation.
Person Specification
Essential Skills;
- Good computer skills, including knowledge & experience of using Excel.
Desirable;
- Experience in an office, financial, or administrative role,
- Own transport (office is based on Treforest Industrial estate).
About The Company
Please note, we are advertising this role on behalf of Oval Financial Management Ltd. and, if successful, you will be employed directly by Oval Financial Management Ltd..
This advert may come down early if there are a high volume of applications. If you are interested in this role, we recommend you apply as soon as possible.
If you are on an hours-limited visa, it is your responsibility to ensure you do not exceed the working-hour restriction Monday - Sunday, each week. This is a legal restriction that must be adhered to for work completed both within and outside of Jobshop.
