Graduate Financial Advisor

Recruiter
Gleeson Recruitment Group
Location
Lichfield
Salary
Competitive
Posted
11 Jul 2018
Closes
08 Aug 2018
Contract Type
Permanent
Hours
Full Time

Our client is exciting Financial Services organisations based in Lichfield and due to continued expansion they are presently looking to recruit 2 Graduate Financial Advisors to join their growing team.

Duties:

  • Developing and managing relationships with financial advisers and administrators through understanding their requirements and being trained up to be experts in their technolgy
  • Providing support to Investment managers and their staff
  • Managing all queries received either by phone, email or letter
  • Processing requests to agreed service levels
  • Supporting the onboarding and set up of new Customers - this will include the training of the new Customers and onsite visits
  • Communications to our customers

Candidate requirments:

Degree qualified or equivalent. Extremely driven and motivated. Excellent written and verbal communication skills. Proficient in IT. Excellent work ethic. Desire to build a career

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