Home Based Ifa Practice Manager Administrator - Burton-on-Trent, United Kingdom - Cameron James
Description
Our Clients, with offices in Burton on Trent and London, are an award winning Financial Planners Wealth Managers, established in 2005, who have built a business in expert financial planning, and have attracted a team of some of the most expert financialplanning and investment professionals in the UK.
Their expert areas are:
Financial Planning, Retirement Planning, Investment Planning, Inheritance Tax Planning, Protection Planning, Long Term Care Planning, Business Planning
Due to this success they require a home based Practice Manager Administrator to support their back office function.
The role will involve:
You will need to be able to have a high level of familiarity with financial services jargon
Scan post and link to the back-office system
Be extremely I.T. literate especially using Microsoft Teams/Outlook/Excel/Word and Docusign
Be very organised
The role is primarily home based (equipment provided).
Salary £27,000 - £33,000 neg dependant on experience.
More jobs from Cameron James
-
Key Account Manager-europe
Uxbridge, United Kingdom - 2 weeks ago
-
Commercial Insurance Claims Handler
Manchester, United Kingdom - 3 days ago
-
Head of People Attraction
Retford, United Kingdom - 1 week ago
-
Senior HR Advisor
Huddersfield, United Kingdom - 3 weeks ago
-
Head of Sales
Leeds, United Kingdom - 1 week ago
-
Commercial Insurance Account Handler
Leicester, United Kingdom - 3 weeks ago