Mortgage and Investment Administrator
- Recruiter
- Confidential
- Location
- Taunton
- Salary
- DOE
- Posted
- 08 Sep 2020
- Closes
- 06 Oct 2020
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Are you looking for a career in Financial Services? Do you want your employer to invest in you by offering training and qualifications? This could be what you are looking for.
Our client is a successful, long established independent, client focused financial services business. Their core values of providing a personal and bespoke service has enabled strong growth over the last 40 years. They are expanding the team and are looking for someone who wants a career in the financial services sector.
The purpose of the role will be to provide comprehensive administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent overall client service.
Key responsibilities with include, managing the client administration including transfers, client payments, client on boarding, client account amendments as well as resolving queries from clients either by verbally or in writing promptly, referring mortgage and investment related queries to qualified staff.
This is a great opportunity to develop your career, call the team for more information
Our client is a successful, long established independent, client focused financial services business. Their core values of providing a personal and bespoke service has enabled strong growth over the last 40 years. They are expanding the team and are looking for someone who wants a career in the financial services sector.
The purpose of the role will be to provide comprehensive administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent overall client service.
Key responsibilities with include, managing the client administration including transfers, client payments, client on boarding, client account amendments as well as resolving queries from clients either by verbally or in writing promptly, referring mortgage and investment related queries to qualified staff.
This is a great opportunity to develop your career, call the team for more information