Financial Plan jobs in Cheshire, England
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FINANCIAL PLANNING CLIENT ADMINISTRATOR
Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....
Company | Eventus Legal |
---|---|
Address | Congleton, Cheshire |
Category | Administrative |
Salary | £28,000 - £32,000/annum Bonus, 25 days hol, Pension |
Job type | Permanent |
Date Posted | a month ago See detail |
Financial Planning Client Administrator
Eventus Legal
Congleton, Cheshire
£28,000 - £32,000/annum Bonus, 25 days hol, Pension
Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....
a month ago seen See more...
- View all Eventus Legal jobs - jobs in Congleton
Financial Planning Administrator
Pavilion Recruitment Solutions
Cheshire, England
£28,000 - £30,000 per annum
Liaise with 3rd party providers for policy details and obtaining policy illustrations. Process new business applications. Co-ordinate financial planners diaries and arranging client meetings. Prepare documentation for client appo...
a month ago seen See more...
Financial Planning Client Administrator
The Eventus Recruitment Group
Cheshire, England
£28,000 - £32,000 per annum
Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....
2 months ago seen See more...