- NAS Reference
- Weekly wage
35.00 per week
- Working Week
Monday to Friday, 9.00am to 5.00pm, 1 hour lunch break.
- Date Posted
- Start Date
- Expected Duration
Now Taking Applications
Financial services administrator
- Employment Type
Advanced Level Apprenticeship
Mayfield Financial Services Ltd
Description of Opportunity
A well-established team of financial advisors based near Dover are seeking an administrator to work with our team to provide a professional ongoing financial planning service for our clients. Working with us will give you exposure to all aspects of financial planning including investments, pensions, mortgages & protection and tax & estate planning.
For more information about this vacancy please contact Calvin Goodson
firstname.lastname@example.org - Skills Edge (Ref ID: VAC001788679)
Excellent inter-personal skills and the ability to perform as part of a team to deliver the best outcome for our clients
Confident in handling client queries by telephone and by email
Data entry and knowledge of accounts
Proficient with MS Office & Excel
Some knowledge of pensions and investments would be advantageous
Minimum GCSE, or equivalents, grade C/4 and above in English and maths
Meticulous attention to detail and accuracy
Team player and effective communicator
Ability to work in a fast paced environment and meet deadlines under pressure
Further progression within the business will be available for the right candidate
Mayfield Financial Services have been providing financial advice since 1995.
With highly experienced Financial Advisers, who are supported by an experienced team of paraplanners & administrators, all have over 20 years experience in financial services.
Mayfield Financial Services do not advise on every type of financial product available but for the areas we specialise in such as retirement planning, retirement options, pensions, investments (including ISAs), IHT planning, tax planning, mortgages & protection, we offer a comprehensive service & advice and we research & recommend suitable products from across the whole of the market.