recruitukltd Salary: 25,000 pro rata
We are working with a boutique financial planning firm in Bath looking for an experienced financial planning adminitrator to work on a part time/flexible hour basis.
You will be working directly with two Financial Advisers, helping them with their pre and post sales administration. Duties will include but will not be limited to:
- Processing new business
- Liasing with clients and providers via email, telephone and letters
- You will be preparing letters of authoriy
- Update client information
Only candidates with previous financial services administration experience will be considered for this role.
For more information on this role please contact firstname.lastname@example.org 01179170416. Quote reference 12690