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| 10241 |
Financial Consultant |
Availability: 1 Month |
- Exceptional financial advisor with four years industry experience
- CeMAP and CF3 qualified
- Financial reporting skills
- Strong IT skills including Excel
Pay Rate:£18,000 +
| 06770 |
Paraplanner/Financial Services Administration |
Availability: 1 Month |
- Over 4 years experience with an IFA
- Paraplanning
- Personal assistant to three financial advisors
- Liaising with clients, providers and other IFA's
- Meeting and greeting client and providers
- Secretarial, filling, data in-putting
- New business chasing
- Use of Microsoft Office, exchange comparison and client database called office Web
Pay Rate:£18,000
| 07506 |
Senior Administrator - Life & Pensions |
Availability: Immediate |
- Experience of working for a large financial services company and a 3rd party administrator
- Daily processing of clients requests, be they life or pension policy queries or both. This could be via letter writing, telephone, email or fax
- Daily Liaison with IFA's
- Training members of staff and competency and quality checking their work
- Completely re-wrote a vital procedure for the company
- Personal development coach to team members - assessing their performance and offering support as and when needed
- Well organised, conscientious and methodical worker
Pay Rate:£18,000
| 07355 |
Paraplanner |
Availability: immediate |
- Qualified to full FPC
- Currently provide a service to over 20+ Partners to review and para-plan cases
- Cases involved Investment Replacements, IHT solutions, Pension Transfers and Drawdown Solutions
- Previous roles include Endowment Complaint Analyst and Customer Relations Adviser
- Excellent communication, both written and verbal and enjoys providing high levels of customer service
- Effective analytical and questioning skills, enjoys a challenge and excels within a team environment
Pay Rate:£25,000
| 07412 |
Administrator / Customer Services |
Availability: Immediate |
- A confident, self motivated and ambitious Customer Services Administrator who is looking to develop a career within financial services
- Handling demanding customers on the telephone to resolve in a win-win result
- Maintain an excellent customer focus, taking on ownership and responsibility for the accuracy and quality of information provided and work processed
- To take responsibility for solving customer problems
- Highly competent administrator who performs well under pressure
Pay Rate: £15,000
More Recently Registered Candidates
Coming Soon
All introductions are subject to our Standard Terms of Business
For Further Information please contact Paul:
Tel: 01452 412999 E: paul@gbsolutions.co.uk
