Trainee Financial Planning Administrator - Hull, United Kingdom - Ortus PSR
Description
Trainee Financial Planning Administrator
Location:
Hull
Salary:
£18,000 - £25,000
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
Responsibilities:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed
Skills:
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
More jobs from Ortus PSR
-
Ifa Administrator
Cardiff, United Kingdom - 2 weeks ago
-
Paraplanner
Chesham, United Kingdom - 2 weeks ago
-
Employed Financial Planner
Aberdeen, United Kingdom - 3 weeks ago
-
Paraplanner
Bracknell, United Kingdom - 2 weeks ago
-
Financial Planner
North West, United Kingdom - 3 weeks ago
-
Client Support Specialist Administrator
Preston, United Kingdom - 3 weeks ago