Financial Planning Administrator
Financial Planning Administrator
Newcastle Upon Tyne, 2 days a week
Up to £30,000
- 25 days holiday + bank holidays
- 10% contributory pension
- Private Medical Cover
- 4x Life Assurance
- Study support
- Progression opportunities
What’s needed to be considered?
- Previous experience within Financial Planning in an IFA Administrator support role is desirable
- Knowledge of products including Pensions and Investments
- Experience using a CRM/back-office system such as Xplan or IO
- Strong client services and communication skills
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