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Financial Planning Administrator

4 months ago


Worksop, United Kingdom Alexander Calder Financial Ltd Full time

Financial Planning Administrator

Good benefits, free parking, study support
- Preparing client review packs for meetings
- Preparing new client files
- Using provider platforms
- Writing suitability reports - using templates
- General administrative tasks including answering the phone

As it is a small office it is important to us that we find someone that fits in with our existing team.

**Job Types**: Full-time, Permanent

**Salary**: From £20,000.00 per year

**Benefits**:

- Company events
- Company pension
- On-site parking

Schedule:

- Monday to Friday

Work Location: One location

Application deadline: 05/01/2023
Reference ID: 3556