Job Description
Location
Preparation of existing client valuations/files for review meetings
Processing new business submission for investments, pensions and protection
Obtaining illustrations and product information from providers
Liaising with clients, prospective clients and product providers by phone, email and post
Pension Scheme employer cont...
Chester
Salary Competitive TypePermanent WorkplaceOn-Site Ref89428Recruiter Managing This Role
The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service.
The Opportunity
During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.
Key Responsibilities
Benefits