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Client:
Location:
Glasgow, United Kingdom
Job Category:
Customer Service
EU work permit required:
Yes
Job Reference:
285378942f21
Job Views:
140
Posted:
16.03.2025
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. You will prepare valuation reports, maintain internal databases, process new business, and deal with both internal and client queries. You will navigate and transact on financial providers' websites, attaining policy information from providers while working alongside the other administrative staff/paraplanner(s).
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