REED
Leighton Buzzard LU7, UK
I am supporting a Senior Financial Planning Administrator assistant which could allow at some stage up to 3 possible remote days maximum, with a wonderful IFA Financial Services Company. who will join the the client servicing team in the company. The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager. Also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.linked to you and your admin and talking client support. The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager. Also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service. Key responsibilities / accountabilities: β’ Processing of pension, investment & protection business.β’ Preparation of valuations & compliance paperwork required for...