Financial Planning Administrator (Part Time) – Bath
Salary
25,000 pro rata
Location
Bath
Job Type
Part Time
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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 [email protected] 01179170416. Quote reference 12690
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.