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Administrator

Lisburn
Black Fox Solutions
€45,000 a year
Posted: 8 July
Offer description

Administrator Admin Salary DOE To join a successful financial planning business in Lisburn as their new Administrator, where you will work with a variety of clients across: Creating and maintaining accurate client records and documentation Preparing pre and post-meeting correspondence and valuations Processing new business applications in a compliant and timely manner Liaising with providers, progressing cases, and chasing outstanding requirements Supporting the delivery and implementation of client reviews and action points What we are looking for: Strong organisational skills and attention to detail Confident communicator, both written and verbal Able to manage workload independently within defined processes Experience within a financial planning environment (desirable) In return, you can expect a generous package, a friendly and supportive team, and opportunities for training and career progression. If you are interested, please let me know. Skills: Financial Planning Admin Clients

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