04 Aug 2022

Administrator, Financial Services

Ref 35011

An independent financial advisory group is looking for a motivated individual seeking to study for a CII Diploma in Financial Planning to join their team as a Financial Services Administrator. 

The successful candidate will assist the Financial Advisers with client work, including co-ordination of ad hoc trigger events on existing business, such as withdrawals, top ups, death claims and research/collation of information on legacy products.

If this role appeals to you, register below today! 

 

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Get to know Maya Barker
UK Report on Jobs - June 2022