Do you want to work for a well established independent financial services company? You will join a small team of individuals in the beautiful settings at Levans Hall near Kendal!
This position is Full time working Monday – Friday 9am – 5pm earning a generous salary of £21,000 per annum (relating to experience). You will also receive 24 days holiday + life cover + future opportunities to enter a fully funded Qualified Advisor programme!
Previous experience in a Client Servicing role is highly desirable but not necessarily in the Financial Services industry although this would be an advantage. However, because we have a bespoke training scheme geared towards high quality Customer Service delivery, we would consider someone with little experience in our industry but who has the potential to develop. A good dose of common sense will go a long way too!!
Key duties will include (but not exhaustive as this is a very varied role); • Client contact work via emails/phones/face to face • Work as concierge to your team preparing visitors for meetings etc • Sending forms to insurance companies / investors • Paper and IT based administrative duties
Experience required; • Client servicing experience within a similar role • Administrative experience within a similar role • Excellent Customer Service skills • Willingness to learn and progress
So what are you waiting for? Click apply now and you will be taken through to a short pre-screening questionnaire!