Financial Support Executive

Company:  CV-Library
Location: Milton Keynes
Closing Date: 04/11/2024
Salary: £30,000 - £45,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Financial Support Executive – Milton Keynes - £30k - £45k per annum plus excellent benefits Our client is a well established and successful financial company based in Milton Keynes; due to their continued success they are expanding their team and recruitment for an experienced Financial Support Executive. Main responsibilities of the role will include: * Provide administrative assistance to the clients Financial Advisers * Attending client meetings; taking relevant notes and fact finding when requires * Assisting with client queries in the expected time frame * Contacting providers regarding client information and completing letters of authority on client’s policies * Handling day to day administrative tasks such as managing client files and updating client records as appropriate. All applicants should possess the following skills / experience: * Previous financial experience is essential * Excellent administration skills * Strong analytical and numerical skills * Excellent written and verbal communication abilities Hours of work: Monday to Thursday 8am – 5pm and Friday 8am – 2:30pm Keywords: financial, finance, financial admin, financial administrator, financial support, finance support, finance executive, financial executive, admin, admin support, client support, client support manager, support manager, support executive, financial exec, Milton Keynes, Buckinghamshire
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