Prepare application forms and paperwork for clients to complete.
General
Working 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, all the while promoting the company's services in a professional and compliant manner.
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
A fantastic opportunity for a Programme Planner to invest in their career and join a rapidly expanding, well established contractor with the chance to further your career with great progression opportunities.
£55,000-£70,000 flexible working progression bonuses Pension
On offer is an amazing chance to be in control of your career in a supportive environment with the chance to gain invaluable experience alongside a passionate and motivated team and technically develop your skills.
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