Financial Planning Administrator - Worksop, United Kingdom - Alexander Calder Financial Ltd

Description

• Preparing client review packs for meetings
• Preparing new client files
• Using provider platforms
• Writing suitability reports using templates
• General administrative tasks including answering the phone

As it is a small office it is important to us that we find someone that fits in with our existing team.

• Company events
• Company pension
• Onsite parking

• Monday to Friday