Financial Planning Administrator
2 days ago
**Financial Planning Administrator**
**Location: Chesham**
**Salary: £18,000 - £25,000**
The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional studysupport to sustain their Chartered status.
**Responsibilities**:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed
**Skills**:
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
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Administrator
1 week ago
Chesham, United Kingdom Perspective Financial Group Full time**Administrator (ref: 186) **Location**:Chesham*** **Hours**:Monday - Friday 9.00am - 5.00pm (35 hours) **Salary**:£23,000 - £27,000** **Dependant on experience and qualifications **Benefits**:25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare **Perspective is...
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Financial Administrator
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