Financial Planning Support Specialist
24 hours ago
Are you looking for a role where you can utilise your administrative skills to support the growth of a successful company?
Premier Jobs UK is seeking an experienced Financial Services Administrator to join their team in Northallerton.
In this role, you will provide vital support to the Financial Advisors by processing and chasing new business, obtaining illustrations and valuations, and answering client queries.
You will also be responsible for updating and maintaining information on their back office system and preparing documents for suitability reports.
The salary for this position is estimated to be around £28,000 per annum.
The company offers a competitive salary and benefits package, including opportunities for professional development and career progression.
This role is ideal for individuals who are keen to work in a fast-paced environment and develop their skills in financial planning administration.
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Financial Planning Assistant
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Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full timeJob Title: Financial Planning AssistantThis role offers a unique opportunity to provide administrative support to Financial Advisors who deliver holistic financial solutions to clients.You will be responsible for maintaining accurate records and databases, communicating effectively with clients and colleagues, and providing administrative support to...
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Central Planning Support Specialist
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Planning Administration Assistant
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Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full time**Job Description:**We are seeking an experienced administrator to join our team as a financial services operations assistant. As a key member of our operations team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth delivery of our services to clients.The ideal candidate will have a strong background...
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Administrative Support Specialist
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Operational Support Specialist
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