Location

Chester

Salary Competitive TypePermanent WorkplaceOn-Site Ref89428

Recruiter Managing This Role

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service. 

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. 

Key Responsibilities 

Preparation of existing client valuations/files for review meetings

Processing new business submission for investments, pensions and protection

Obtaining illustrations and product information from providers

Liaising with clients, prospective clients and product providers by phone, email and post

Benefits

Pension Scheme employer cont...