Financial Planning Administrator
Posted 09/10/2024 by Service Service
- Salary:
- £27,000 - £32,000/annum
- Location:
- Mile End, Essex (14 miles)
- Job Type:
- Permanent
Process client new business and general client administration as required. Communicate with clients on case progress. Preparing necessary paperwork and application forms for client meetings. Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and … more