Job Description

The idea candidate will have a couple of years experience in Financial Services, who can use major insurer websites and systems, or has finished a full Apprenticeship and has RO1.

Salary: 20k – 24k Depending on skills and experience.

Hours of work: 9am – 5pm Monday to Friday

Location: Leeds, LS6

Duties and responsibilities :

• Obtaining valuations
• Getting statements
• Preparing review packs,
• Preparing spreadsheets
• Sending review letters
• Preparing online quotes
• Sending off new business
• Chasing up new business
• Updating compliance
• Updating system
• putting adviser fees on the system
• Meeting and greeting clients,
• Franking post & taking to mail box.

Experience required:

• At least 2 years financial services experience
• Experience with system such as FE Analytics and Clever Adviser
• Experience using major insurer websites
• Ideal but not essential -O&M systems

Benefits include:

• 20 days annual holiday + Bank Holidays
• Company pension scheme
• Onsite parking
• And much more

Required Knowledge, Skills, and Abilities

The ideal candidate will have a couple of years experience in Financial Services, who can use major insurer websites and systems, or has finished a full Apprenticeship and has RO1.