Duties include processing New Business, preparing client packs, diary management for advisers, illustration requests and maintaining accurate client records. A flexible role with back-office support and standard office software proficiency required.
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Wealth Management Financial Administrator | Client Support in Dinnington employer: Perspective Financial Group Ltd
Perspective Financial Group Ltd is an excellent employer, offering a supportive and client-focused work culture in the picturesque location of Penrith. With a comprehensive benefits package that includes 25 days of holiday and opportunities for professional development, employees can thrive both personally and professionally while delivering high-quality financial advice to clients.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
