Preparing and maintaining client files Maintaining administration systems Liaising with Advisers to arrange client meetings/reviews Preparing business documents Preparing information/comparisons for analysis by Advisers Acting as point of contact and dealing effectively with queries from clients and other parties Be part of a team helping to develop 4Life Wealth Management Assist with client events
Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Number skills, Team working, Initiative
GCSE or equivalent English (Grade 4) DesiredGCSE or equivalent Maths (Grade 4) Desired
Business administrator Level 3 (A level)
4LIFE WEALTH MANAGEMENT LIMITED
7 VICTORIA AVENUE HARROGATE HG1 1EQ
LUMINATE EDUCATION GROUP
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