Plan Administrator jobs in West Midlands, England

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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 advisers diary. Illustration requests. Ensure that all Financial Planning client a...

CompanyRecruit Wealth Ltd
AddressHalesowen, West Midlands
CategoryAdministrative
Salary£24,000 - £28,000/annum
Job typePermanent
Date Posted a week ago See detail

Financial Planning Administrator

Recruit Wealth Ltd

Halesowen, West Midlands

£24,000 - £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...

Planning Administrator

Wolverhampton Commercial

West Midlands, England

£24,538 - £25,075 per annum

Coordinate installations and provide updates to the end user. Provide installation staff with all relevant information and stock is readily available for the project. Liaise with customers after the project has been completed to e...

Financial Planning Administrator

Recruit Uk

Sutton Coldfield, West Midlands

£25,000 - £35,000 Annual

Updating the CRM system. Processing new business. Diary management. Collating meeting packs. Assist with quotations and illustrations. Liaising with clients. General administration duties. Salaries from 25,000 - 35,000 (higher s...