Recruiting now
| Posted: | 21/11/24 | |
| Recruiter: | Focus Resourcing | |
| Reference: | 2854113374 | |
| Type: | Permanent | |
| Salary: | £30,000 - £35,000 Annual Pro rata for part-time | |
| Location: | Croesyceiliog, Monmouthshire | |
| Description: | Due to expansion our busy financial services client is looking to recruit for an experienced Client Portfolio Manager this would suit a para planner or strong financial administrator within Financial services arena. The company are flexible with hours and will look for part-time or full time. Duties: Manage client accounts and ensure all client information is up to date Prepare and submit applications for new business and monitor the progress of applications New business generation from existing clients Provide appropriate administrative support to the office, as needed Skills Experience in a similar role within the financial services industry Excellent communication and interpersonal skills Strong attention to detail and accuracy Ability to work well within a small team and under pressure Good IT skills, including proficiency in Microsoft Office applications Benefits: 20 days holiday (plus bank holidays & Office closure over Christmas period) Free on site parking Flexible hours 21-35 | |