Finance Administrator
Posted 10/06/2024 by Invictus Group
- Salary:
- £24,000 - £27,200/annum
- Location:
- Bournemouth, Dorset (9 miles)
- Job Type:
- Permanent
Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back-office system and monitor regularly. Plan, book, and prepare for all annual review meetings ensuring none are missed. Work with the Account … more