Northern Ireland Jobs

Job location: Ballymena, Galgorm.

Salary: See other information.

Hours: 20

Worktime: To be confirmed.

Closing date: 10/03/2022

Employer: Coulter Weir Wealth Management

Business: Financial Planning

Address: Unit 20 The Courtyard

Ballymena

Postcode: BT42 1HL

Telephone: 028 25632929

Email: chris.weir@sjpp.co.uk

Website: Www.coulterweir.co.uk

Job Duties: The role is a varied administration position, in which requires excellent customer service skills, building strong, long-lasting relationships with clients, whilst also carrying out a wide range of administrative and systems-based tasks in support of a busy team.They encompass these essential daily tasks; managing the telephone, post and generic email, adviser diaries, submitting business, writing client reports, dealing with product providers, entering and maintaining the accuracy of client data in the Client Relationship Management (CRM) system; and assisting the Advisers preparing for and documenting client appointments and financial advice services.

Qualifications / Experience: Customer service experience, polite and articulateMust be IT literate and confident learning new systemsFinancial services experience preferred though not necessaryMust be comfortable working as part of a teamIdeal candidate will be able to work on own initiative

Application Method: Please send a copy of your CV to the employer by post, e-mail (see employer details) or via www.jobcentreonline.com to apply.

Other Information: Minimum 20 hours per week, though full time hours available. Salary: £18,000 per annum pro rata.