In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
Site/office purchasing, stock and invoice matching.
General
Established in 1989, Our client is the UK's leading passive fire protection specialist, supplying a comprehensive range of third-party accredited survey, installation and compliance services to public and private sector organisations across the UK.
With offices nationwide, this is a great opportunity to join a forward-thinking, modern business, that genuinely cares about it's people.