A wealth planner in Horsham is looking for an administrator to support Financial Advisors, service clients over the phone and process applications.
Key Activities & Responsibilities include but not limited to:
- Setting up Contracts on Enable back office system
- Answering telephones
- Updating client information
- Processing Applications
- Chasing and updating information on Enable
- Dealing with post
- 1 years' experience in a similar position within a Financial Advisory
Really good opportunity for the candidate with suitable experience, apply now!