Financial Planning Administrator (Part Time) – Bath

  • Employed
  • Bath

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 louise.bibb@recruitukltd.co.uk 01179170416. Quote reference 12690

To apply for this job email your details to louise.bibb@recruitukltd.co.uk