Full-time Senior Plan jobs in Somerset, England

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SENIOR FINANCIAL PLANNING ADMINISTRATOR (BW-2042)

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...

CompanyClever-Hr
AddressSomerset, England
CategoryAdministrative
Salary£24,000 - £27,000 per annum
Job typePermanent, full-time
Date Posted 3 days ago See detail

Senior Financial Planning Administrator (BW-2042)

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...