Financial Plan jobs in Wales

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FINANCIAL PLANNING ADMINISTRATOR

Ensuring a high-quality client experience at all times. Preparing client meeting documents. Supporting and completing LOA processes. New Business submission/loading/chasing to completion. Processing Fund Switching/Bed & ISAs. Data...

CompanyEventus Legal
AddressEwloe, Flintshire
CategoryAdministrative
Salary£27,000 - £30,000/annum Pension; 25 days holiday
Job typePermanent
Date Posted a month ago See detail

Financial Planning Administrator

Eventus Legal

Ewloe, Flintshire

£27,000 - £30,000/annum Pension; 25 days holiday

Ensuring a high-quality client experience at all times. Preparing client meeting documents. Supporting and completing LOA processes. New Business submission/loading/chasing to completion. Processing Fund Switching/Bed & ISAs. Data...