Financial Planning Administrator
Posted 21 hours 5 minutes ago by MI Search
£30,000 Annual
Permanent
Not Specified
Other
Warwickshire, Warwick, United Kingdom, CV344
Job Description
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Warwick.
In this role you will support financial advisers and paraplanners and be involved in:
- Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required
- Processing New Business
- Preparing valuation reports
- Assisting with researc click apply for full job details