Our client is a firm of Accountants on the outskirts of Swansea in Neath, looking for an Administrator / Secretary on a full time basis.#
Ideally you will be a strong administrator with good typing and telephone skills and will be a team player.
Duties and Responsibilities:
The support of advisors in all aspects of Financial Planning
Writing Suitability Reports and undertaking various research projects on behalf of the IFA
To engender trust and respect from the client by providing high quality technical services, delivering to expectations, responding quickly to client demands and delivering to deadlines
Assist with planning meetings and events
Write reports and proposals based upon gathered research (client or market research) to meet the requirements of delegated client or business assignments
A willingness to undertake ongoing Training and Development
Supervising a small team
Skills and Qualifications:
Excellent Report writer with a strong grasp of the English Language
Extremely pro-active and highly organised
Starting on the route of Financial qualifications
Previous Experience within a Financial Services environment Heat Recruitment - 12 months ago
