Permanent Financial Planning Administrator jobs in Rotherham, South Yorkshire

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FINANCIAL PLANNING ADMINISTRATOR

Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all Financial Planning client a...

CompanyRecruit Wealth
AddressRotherham, South Yorkshire
CategoryAdministrative
Salary£25,000 - £28,000 Annual
Job typePermanent
Date Posted a month ago See detail

Financial Planning Administrator

Recruit Wealth

Rotherham, South Yorkshire

£25,000 - £28,000 Annual

Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all Financial Planning client a...

Financial Planning Administrator

Recruit Wealth Ltd

Rotherham, South Yorkshire

£25,000 - £28,000/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...

Financial Planning Administrator

Lime People Search & Select Ltd

Sheffield, South Yorkshire

£23,000 - £27,000/annum £23-27k +bens

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.We urgently seekin...