Financial Services Administrator

13 hours ago


Grantham, United Kingdom Duncan & Toplis Full time

Castlegate Financial Management is a well-established independent financial advisory business and we are looking for a Financial Services Administrator to join our team at Grantham.

In addition to administrative duties the role will include researching financial products to support the advice process, working closely day-to-day with a Financial Adviser and Paraplanner, and maintaining client relationships. The role will also includethe use of the Microsoft suite and databases.

We offer a competitive salary and benefits package, with the potential opportunity for flexible home and office working



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