Permanent Financial Administrator jobs in North East

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FINANCIAL PLANNING ADMINISTRATOR

Liaising with providers by telephone/email in relation to new and existing business. Processing new business and monitoring applications to completion. Processing amendments to existing plans e.g. assignments, business terms etc....

CompanyTempest Jones
AddressGateshead, Tyne and Wear
CategoryAdministrative
Salary£24,000 - £28,000 Annual
Job typePermanent
Date Posted a month ago See detail

Financial Planning Administrator

Tempest Jones

Gateshead, Tyne and Wear

£24,000 - £28,000 Annual

Liaising with providers by telephone/email in relation to new and existing business. Processing new business and monitoring applications to completion. Processing amendments to existing plans e.g. assignments, business terms etc....

Financial Planning Administrator - Northallerton

Tempest Jones

North Yorkshire, England

£26,000 - £32,000 per annum

Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Advisers diary. Illustration requests. Ensure that all Financial Planning client a...