Financial Support Executive

Milton Keynes, Buckinghamshire
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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

Job Info
CV-Library logo
Job Title:
Financial Support Executive
Company:
CV-Library
Location:
Milton Keynes, Buckinghamshire
Salary:
£30000 - £45000 Per annum plus company benefits
Posted:
Oct 4th 2024
Closes:
Nov 4th 2024
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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