£30000 - £40000 Per year
Financial Controller
Permanent,Full-time
Job Description
Key Responsibilities
? Manage client services inflow and outflow of tasks
? Manage company mailboxes
? Delegate work to client services team through the company CRM (Xplan)
? Manage the team’s workload and ensure tasks are completed within the appropriate timescales
? Assist with the management of adviser/client appointments
? Assist with the creation and management of processes
? Management of case progress, ensuring a smooth handling of transacted business.
Package:
? Salary of £30,000 to £40,000 depending on experience
Required Knowledge, Skills, and Abilities
? 5+ years in financial services admin role (Preferably with an IFA firm) ? Working knowledge of financial CRM systems preferably XplanReference no: 13579