Financial Plan jobs in Hasbury, West Midlands
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FINANCIAL PLANNING ADMINISTRATOR
Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the advisers diary. Illustration requests. Ensure that all Financial Planning client a...
| Company | Recruit Wealth Ltd |
|---|---|
| Address | Halesowen, West Midlands |
| Category | Administrative |
| Salary | £24,000 - £28,000/annum |
| Job type | Permanent |
| Date Posted | 4 weeks ago See detail |
Financial Planning Administrator
Recruit Wealth Ltd
Halesowen, West Midlands
£24,000 - £28,000/annum
Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the advisers diary. Illustration requests. Ensure that all Financial Planning client a...
4 weeks ago seen See more...
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