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Financial Planning Administrator
4 months ago
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