Financial Planning Administrator
Posted 2 days ago by Recruit Wealth Ltd
- Salary:
- £24,000 - £28,000/annum
- Location:
- Marlborough, Wiltshire (108 miles)
- Job Type:
- Permanent
Processing and monitoring of all new business (both for new and existing clients. Manage and track pipeline activity providing regular progress updates to both client and adviser. Monitor and progress cases through to issue, liaising with client and any third party. Issue policy documents. … more