Financial Planning Administrator – Leading South West Firm
Salary
18k - 22k
Location
Taunton
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
We are currently representing a very well-known client. They are a leading firm of Chartered Accounts, Tax Consultants and Financial Planners. They specialize in providing high quality advice to businesses and individuals. Their well trained and quality staff are crucial to obtain a good record of helping businesses and individuals achieve their objectives.
Our client is currently looking for an Administrator to join their financial planning department in their Taunton office. You will be responsible for:
- Providing administrative support to consultants
- Ensuring all client information is entered into client database system
- Deal with enquiries preparation of client valuations and reviews
- Processing new business