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JohnstonGreer
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Carlisle, Cumbria
Financial Planning Administrator
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Job Type: Full-time |
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Salary: £21,000 per annum |
Overview
Financial Planning Administrator £21,000 to £24,000 plus benefits and bonus Financial Planning Administrator required by this regional Financial planning firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. The Financial Planning Administrator duties will include provider liaison, client communications, valuations, new business, platform work, database management and the preparation for client meetings. You will be ideally be experienced in providing administration support within a financial planning environment and must be able to demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services