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Posted by: Fresh Careers.com
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Address: 49 & 52 Unity Business Centre
Roundhay Road
Leeds
LS7 1AB
Contact Details: 0845 166 2191
Date Posted 2nd Jul 2008
Reference Code: 05888
View Since Posting: 0
Salary: 13,000
Vacancy Location: Harrogate
Full Description:
Our client is a successful and established firm of Independent Financial Advisers, providing financial planning for businesses and private individuals. Offering specialist, professional advice on retirement planning, investment, mortgages, and protection. Now seeking an additional member of staff the role will involve new business administration, including packaging applications, inputting online applications, monitoring and chasing progress of cases through to completion, updating investment portfolios, obtaining valuations and dealing with existing business queries. To be considered for the role ideally you will need some previous experience in a similar role and be IT literate. Training for the right applicant will be provided and any Financial Services qualifications would be an advantage.