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Financial Planning Administrator

Location: Taunton, UK
Salary: Competitive
Ref: KF304
Date posted: 27th July 2018

This role is permanent and full-time, the successful candidate will be responsible for providing administrative support to consultants, you will ensure all client information is entered onto the Client Database system, dealing with enquiries, dictation, preparation of client valuations and reviews and processing and tracking new business. 

In return, my client offers a fantastic place to work in the South West with a competitive and flexible benefits package. 

Due to high volumes of applications we are unfortunately unable to respond to everyone, therefore, if you have not received a response within 3 working days please deem your application unsuccessful.

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Your Contacts

Katie Fletcher

Recruitment Consultant - Office Division
01392 413577
katie@cathedralappointments.co.uk

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