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FINANCIAL PLANNING ADMINISTRATOR

Work closely with the Financial Planners, supporting them with delivering the highest level of customer experience. Develop strong relationships with clients, both face-to-face and over the phone. Collate all necessary information...

CompanyCv Elite Limited
AddressManchester, Greater Manchester
CategoryAdministrative
Salary27000.00 - 35000.00 GBP Annual + hybrid working + exc. benefits
Job typePermanent
Date Posted 3 weeks ago See detail

Financial Planning Administrator

Cv Elite Limited

Manchester, Greater Manchester

27000.00 - 35000.00 GBP Annual + hybrid working + exc. benefits

Work closely with the Financial Planners, supporting them with delivering the highest level of customer experience. Develop strong relationships with clients, both face-to-face and over the phone. Collate all necessary information...

3 weeks ago seen See more...

Business Support Administrator

Cv Elite Limited

Portishead, Somerset

£25,000 - £30,000/annum + hybrid working + exc. benefits

Support the team in their dealings with new and existing clients. Liaise with clients and insurers by phone and email. Send out renewal proposals and chasing for information as required. Obtain quotation illustrations, preparing w...

4 weeks ago seen See more...

Financial Planning Administrator

Cv Elite Limited

Exeter, Devon

25000.00 - 35000.00 GBP Annual + 35 days + 8 days hols + 10% pens

Providing the administrative assistance and support involved in providing Financial Planning and portfolio management services to high-net-worth clients. Assisting the Client Managers with collating data and preparing for client a...

2 months ago seen See more...

Financial Planning Administrator

Cv Elite Limited

Exeter, Devon

£25,000 - £35,000 Annual 35 days + 8 days hols + 10% pens

Providing the administrative assistance and support involved in providing Financial Planning and portfolio management services to high-net-worth clients. Assisting the Client Managers with collating data and preparing for client a...

2 months ago seen See more...

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