Finance Administrator
Permanent,Full-time
Job Description
- Compile accurate planning reports that reflect client requirements and meet our internal quality standards
- Undertake regular fact-finding, presentations and service review meetings with clients
- Maintain and ensure client information is kept up-to-date
- Strive to recognise new business opportunities
- Follow up on all enquiries in a timely manner
- Ensure on-going continuous professional development
- Always put your clients first
Required Knowledge, Skills, and Abilities
- Diploma Level 4 qualified as a minimum
- Proven track record of working as a Financial Adviser
- Be motivated and driven to exceed business targets
- Excellent at creating confidence with the Clients
Reference no: 93509