Financial Planning Analyst jobs in Cheshire, England

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FINANCIAL PLANNING CLIENT ADMINISTRATOR

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....

CompanyEventus Legal
AddressCongleton, Cheshire
CategoryAdministrative
Salary£28,000 - £32,000/annum Bonus, 25 days hol, Pension
Job typePermanent
Date Posted a week ago See detail

Financial Planning Client Administrator

Eventus Legal

Congleton, Cheshire

£28,000 - £32,000/annum Bonus, 25 days hol, Pension

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....

Financial Planning Administrator

Pavilion Recruitment Solutions

Cheshire, England

£28,000 - £30,000 per annum

Liaise with 3rd party providers for policy details and obtaining policy illustrations. Process new business applications. Co-ordinate financial planners diaries and arranging client meetings. Prepare documentation for client appo...

Financial Planning Client Administrator

The Eventus Recruitment Group

Cheshire, England

£28,000 - £32,000 per annum

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....

Financial Planning and Forecasting Manager

Royal London Group

Macclesfield, Cheshire

Responsible for input and control of the strategic Business Plan and forecasts across Royal London Group with related target setting. . Manages the use and development of the Planning and Forecasting systems used by Royal London G...

FINANCIAL PLANNING ADMINISTRATOR

Njr Recruitment

Cheshire, England

£30,000 - £32,000 per annum

FINANCIAL PLANNING ADMINISTRATOR LOCATION : SALE SALARY: UP TO 32,000 + EXCELLENT BENEFITS & EXAM SUPPORT FREE ON-SITE PARKING BENEFITS: 9% Pension Scheme 25 Days Holidays + stats + Birthday Off Private Medical Insurance 4 x Life...