Key Purpose of the role: To provide administration and back-up support to our team of advisers.

Key tasks include:

• To provide general administration support to the financial services department.
• Sales Support
• Obtaining quotations and product research.
• Obtaining, Evaluation and analysis of information from product providers and financial institutions.
• Dealing with product providers, insurance companies and financial institutions via telephone, fax, email, and post.
• Dealing with clients via telephone, fax, email, and post.
• To liaise with advisers on day to day cases.

Do you have the following Skills / Abilities / Knowledge?

• Ability to learn new and varied skills
• Effective communication skills
• Ability to follow detailed procedures
• Ability to work to deadlines
• Good numeracy skills
• Ability to work on own initiative and as part of a team
• Computer skills
• Word processing skills

A working knowledge of 1st Software is desirable but not essential.
A good rate of pay depending on experience.

Please send your CV to Steve Burley at steveb@theburleygroup.co.uk

We are also looking for good quality IFA’s who can add value to our business. We are always looking for IFA’s who may wish to be exiting the industry over the next few years. Please get in touch.

Burley Financial Services Ltd is a private limited company registered in England and Wales under company no. 121 7536.
Burley Financial Services Ltd is authorised and regulated by the Financial Services Authority.