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Client:
Location:
Glasgow, United Kingdom
Job Category:
Customer Service
EU work permit required:
Yes
Job Reference:
285378942f21
Job Views:
92
Posted:
22.01.2025
Expiry Date:
08.03.2025
Job Description:
My client is a leading wealth manager that offers true financial planning advice to a diverse range of clients with a first-class reputation within the market. Due to the expansion of the team along with internal progression, they require a financial planning administrator to join the team and assist with their increasing volume of clients. You will mainly be providing support to the team of financial planners. Responsibilities include:
1. Preparing valuation reports
2. Maintaining internal databases
3. Processing new business
4. Dealing with both internal and client queries
5. Navigating and transacting on financial providers' websites to attain policy information
You will be working alongside the other administrative staff/paraplanner(s).
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