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Financial Planning Administator
4 weeks ago
**Location**
**Salary**
**Posted on**
**Reference**
**Bolton
£23000
31/03/2023
NJR13684
DESCRIPTION
FINANCIAL SERVICES ADMINISTRATOR
LOCATION: BOLTON
FREE PRIVATE PARKING
£21,500 - £23,000 + BONUSES + BENEFITS
" Management of the CRM - Salesforce Database.
- Tracking and monitoring all Adviser activity
- Uploading Adviser documentation
" Providing support for our Advisers
" Collating client portfolio information
" Preparing Client Valuations & Illustrations
" Answering and directing phone calls
" Dealing with client queries
" Diary management for Advisers and Directors
" Contacting third parties
Offering fantastic development to progress and outstanding in-house training, our Client will fully encourage and support training and exams progression and pride themselves on developing staff and assisting with furthering their careers.
For more information please contact one of our specialist consultants quoting REF:
NJR 13684
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