Financial Plan jobs in Wiltshire, England

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FINANCIAL PLANNING ADMINISTRATOR

Preparation of correspondence including letters and emails. Ensuring appropriate documentation is scanned and attached to the relevant client records. Maintaining all administration systems, ensuring all client data is accurate an...

CompanyRecruit Wealth Ltd
AddressMarlborough, Wiltshire
CategoryAdministrative
Salary£24,000 - £28,000/annum
Job typePermanent
Date Posted 2 months ago See detail

Financial Planning Administrator

Recruit Wealth Ltd

Marlborough, Wiltshire

£24,000 - £28,000/annum

Preparation of correspondence including letters and emails. Ensuring appropriate documentation is scanned and attached to the relevant client records. Maintaining all administration systems, ensuring all client data is accurate an...