Product Features
Blog
Contact Us
Sign In
MB Fitzgerald
,
Fareham, Hampshire
Financial Planning Administrator
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £20,000 per annum |
Overview
A leading Chartered Financial Planners based in Fareham currently has a requirement for an experienced Financial Planning Administrator. As a Chartered Practice, it is of great importance that their staff are qualified to the highest standards so you will be provided with support to study for the Diploma Financial Planning and beyond. You will also be offered regular training to make sure that you can provide excellent support to their Advisers. Your responsibility will be to support the Financial Planners and tasks will include; Processing business, updating the database, liaising with providers, preparation of client review profiles and general office administration. Salary is negotiable between £18K and £25K plus Bonus and Benefits.