Full-time Financial Plan 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 month 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....