Financial Document Collectors Required (self-employed)

We are currently seeking professional individuals to join a UK wide team.

Role:

– To drive and meet clients in their homes and businesses

– To complete fact find questionnaires on behalf of the company

– To conduct the meeting in a professional and polite manner

– To be clear and concise when delivering information

– To make the clients feel comfortable with the process at all times

– Hours – Flexible hours between 9am and 9pm Monday to Saturday

– Remuneration: £50-£150 per day dependent upon number of meetings (Meetings will normally last 45 minuntes-1hour)

The role will involve driving to meet clients in their homes or business addresses to conduct meetings in regards to the client’s pensions. The first of two meetings will involve completing a detailed fact find questionnaire about the client and their pension details. This information will then be passed to the research team and Financial Advisers.

Candidate Requirements:

– Must drive and have full time access to a car

– Must have previous face to face experience with clients

– Must have excellent written and verbal communication skills

– Must be IT literate and have working knowledge of email, online calendars and the internet

– Must be flexible on working hours (most meetings are at 6pm and 8pm Monday-Thursday and during the day on a Saturday)

Please send CVs as application for the Financial Document Collector position.