As Financial Planning Administratoryou will assist the Adviser with client on-boarding, file maintenance, client communication, report preparation, financial plan development, scheduling, administrative tasks, compliance, and staying updated on industry regulations and company policies.
This is a fantastic opportunity to join and Cheshire based Independent financial Advisers and become a key part of the advice process by supporting the Advisers and looking after their clients.
Financial Planning Administrator Vacancy, Cheshire, £29,000-£31,500 (Full & Part Time Applications Welcomed)