Financial Planning Administrator jobs in East Sussex, England

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FINANCIAL PLANNING ADMINISTRATOR

Managing adviser diaries and preparing review paperwork for client meetings. Completing actions and administration after client meetings. Preparation and processing of new business. Assist in the preparation of Financial Planning...

CompanyIdex Consulting Ltd
AddressHove, East Sussex
CategoryAdministrative
Salary£25,000 - £30,000 Annual
Job typePermanent
Date Posted 4 days ago See detail

Financial Planning Administrator

Idex Consulting Ltd

Hove, East Sussex

£25,000 - £30,000 Annual

Managing adviser diaries and preparing review paperwork for client meetings. Completing actions and administration after client meetings. Preparation and processing of new business. Assist in the preparation of Financial Planning...

Financial Planning Administrator

Mbf.

Uckfield, East Sussex

30000.00 - 35000.00 Annual

Proficiency in Intelliflo and MS Office is essential. Preferably some experience with Defaqto, MiCAP reports, Assureweb, Cashcalc, and Trello (training provided). Answering telephones (low volume). Managing incoming and outgoing p...