Financial Plan jobs in Lincolnshire, England

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FINANCIAL PLANNING ADMINISTRATOR

Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office...

CompanyIdex Consulting Ltd
AddressLincolnshire, England
CategoryAdministrative
Job typePermanent, full-time
Date Posted 2 weeks ago See detail

Financial Planning Administrator

Idex Consulting Ltd

Lincolnshire, England

Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office...

Financial Planning Administrator - 12-18 month Contract

Njr Recruitment

Lincolnshire, England

£23,000 - £25,000 per annum

Competitive salary . Hybrid working . 25 Days Holiday + Bank Holiday . Extra day off for birthday . Death in service cover. Company pension . Immediate start available . Arranging client meetings and diary management. Prepare meet...