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Private Client Administrator
  • United Kingdom - Avon - Bristol -
2 years ago
£20000 - £25000 Per year
Administrator
Permanent,Full-time
Job Description

- Providing administration and planning support to Financial Planners and a professional service to new and existing clients

- Undertake client valuations and preparing documentation ahead of client reviews

- Liaising with insurers / providers for new business quotations and updating software accordingly

- Ensuring all client records are kept up to stand and all relevant checks etc are completed


Required Knowledge, Skills, and Abilities

Reference no: 89008

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