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...
ZIPC1_UKTJ