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Job Location | Flax Bourton |
Education | Not Mentioned |
Salary | £22,000 - £25,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.Job RoleWorking in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, and issue all correspondence in line with company policy. The role will involve promoting the company’s services in a professional and FCA compliant manner.Key Responsibilities
Keyskills :
Customer Service General Admin Repts Financial Planners