Office experience is essential. Strong computer literacy skills, including Excel, Word and PowerPoint , strong communication skills be a team player, but able to operate with a high degree of autonomy. Excellent time management skills and a professional telephone manner. To support a team of Financial Sales professionals in processing business. To include the inputting of electronic applications for both insurance and mortgage products. Providing quotations over the telephone. Liaising with product providers to reduce completion timescales. Liaising with clients to provide updates and chase outstanding information. Compiling monthly sales figures. Arranging meetings, taking minutes and keeping notes. Arranging travel and accommodation for advisers as and when required.
How to apply
You can apply for this job by sending a CV/written application to Claire Hoyle at Patriot Financial Services Limited, 5300 Lakeside, CHEADLE, Cheshire, SK8 3GP or to admin@patriotltd.co.uk .
