Independent Financial Planner Support
5 days ago
Job Title: Financial Planning Administrator
Location: Macclesfield
Estimated Salary: 26,000 - 29,000
Role OverviewAs a Financial Planning Administrator, you will play a vital role in supporting our client's team in delivering exceptional client service.
You will be responsible for various administrative tasks, including data entry, correspondence, and document preparation.
Key responsibilities will also include managing diaries, scheduling meetings, and maintaining accurate records.
Key Skills and Qualifications
To be successful in this role, you will need excellent organizational and communication skills, along with a keen eye for detail and accuracy.
Previous experience in a similar role or industry would be advantageous, as would a good understanding of financial planning concepts.
As a team player, you will be able to work effectively in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
Benefits and Career DevelopmentWe offer a competitive salary, along with a range of benefits that promote work-life balance and career development.
As you grow and develop within the company, you can expect to take on new challenges and responsibilities, enhancing your skills and expertise in the process.
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