* Have an understanding of financial planning * Must have at least 1 years experience within Finance Admin * Must have experience of supporting a paraplanner within financial services We would love to hear from you if you have any of the following experience: * Track new business and the current position, uploading on to the database * Check compliance documentation is done with precision * Ensure all relevant documents are uploaded with accuracy * Client Serving: Creating new client packs This individual would guarantee that all service levels are fulfilled and that all administration for investments, pensions, and life insurance are successfully managed.
We are looking for a Finance Administrator who has experience in supporting a paraplanner within financial services to join our team.
Benefits of joining us as a Finance Administrator:
