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Financial Planning Administrator
  • United Kingdom - West Yorkshire - Kirklees, Huddersfield -
1 year ago
£18000 - £24000 Per year Immediate Start Available
Finance Administrator
Permanent,Full-time
Job Description

The role will be varied and will involve;

  • Arranging client meetings and diary management
  • Preparing client valuations and meeting packs
  • Processing new business applications
  • Undertaking general office duties
  • Liaising with providers to obtain information relating to clients policies
  • Writing letters
  • Inputting data onto client management system

Whats in it for you?

  • Competitive basic salary
  • Free Parking
  • Company Pension
  • Annual Increase in holiday allowance
  • Ongoing Training and Development

Schedule:

  • Monday to Friday

Required Knowledge, Skills, and Abilities
Our client is looking for candidates offering an excellent attention to detail, accompanied by strong organization and interpersonal skills. Solid use of MS Office Applications are also essential.Our client is looking for candidates offering an excellent attention to detail, accompanied by strong organization and interpersonal skills. Solid use of MS Office Applications are also essential.

Reference no: 20410

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