Celtic Financial Planning Ltd | B Corp is looking for an experienced Financial Planning Administrator to join our team in Mold, North Wales. You will provide administrative support to our financial advisers and paraplanners, helping to ensure client recommendations are implemented accurately and on time.
Responsibilities include processing pension, investment, and protection applications, submitting new business, and managing complex cases while maintaining meticulous records.
#J-18808-Ljbffr
Contact Details:
Celtic Financial Planning Ltd | B Corp Recruitment Team
