Financial Administrator
3 weeks ago
**Location**
**Salary**
**Posted on**
**Reference**
**Knutsford, Cheshire
£24000 - £26000
18/08/2023
NJR14005
DESCRIPTION
Financial Services Administrator - Part Time
Location: Knutsford
**Salary**: 24000 - 26000
" Managing the Saleforce Database
" Preparing pre-meeting documentation for the Adviser
" Dealing with the Client Annual Reviews
" Ensuring Client appointments are made
" Creating Client Valuations & Illustrations
" Chasing Letters of Authority
" Liaising with Product Providers and third parties
REF: 14005
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