Financial Plan jobs in Suffolk, 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
AddressSuffolk, England
CategoryAdministrative
Job typePermanent, full-time
Date Posted 2 months ago See detail

Financial Planning Administrator

Idex Consulting Ltd

Suffolk, 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...