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Client:
Location:
Burntisland, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
75a6a7cda801
Job Views:
26
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
My client is a leading chartered practice that offers true financial planning advice to a diverse range of clients. Due to increasing demands, they require an experienced financial planning administrator to join their highly performing and well-regarded team.
You will provide support to the team of financial planners, mainly to private clients. Your responsibilities include preparing valuation reports, maintaining internal databases, processing new business, and handling internal and client queries. You will also navigate and transact on financial providers' websites to obtain policy information.
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