Full-time Senior Financial Plan jobs in Somerset, England
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FINANCIAL PLANNING ADMINISTRATOR
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports. Work with centralised Administration team for processing new client and annual review post meeting packs. Chase and...
| Company | Clever-Hr |
|---|---|
| Address | Somerset, England |
| Category | Administrative |
| Salary | £24,000 - £27,000 per annum |
| Job type | Permanent, full-time |
| Date Posted | 2 months ago See detail |
Financial Planning Administrator
Clever-Hr
Somerset, England
£24,000 - £27,000 per annum
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports. Work with centralised Administration team for processing new client and annual review post meeting packs. Chase and...
2 months ago seen See more...
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