As a Financial Planning Administrator, you'll be responsible for:.
General
Join this highly respected and established firm of Independent Financial Advisors, as a Financial Planning Administrator, and play a pivotal role in supporting our advisers and enhancing our client experience.
Are you a proactive and detail-oriented professional with a passion for delivering exceptional client support in the financial services industry?
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Posted by Aimee Willow Connex • £25K/yr to £30K/yr
The Role
This is an exciting opportunity to join a rapidly growing dynamic organisation We are looking for an Insolvency Case Administrator with around 2 years' experience in corporate or personal insolvency to join our operational team in Whitefield.
The role will include dealing with all types of corporate or personal insolvency cases.
The specific duties and responsibilities will include
Dealing with your own Liquidation cases from post-appointment to handover to our closures team.