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Job Location | Sutton Coldfield |
Education | Not Mentioned |
Salary | £25,000 - £30,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
A well-respected and long standing Independent Financial Planning firm are looking for an experienced Administrator to join their small team.This firm provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service The firm have been operatingfor over 25 years and are looking for a like minded individual to join them in a period of growth.This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients.The Role:
Keyskills :
AdministrativeCustomer ServiceFinanceFinancial PlanningAnnual Reviews