You will manage new business cases, chase providers, submit applications across pensions, investments, bonds and protection, and work closely with advisers to keep cases moving toward completion.
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Financial Services Administrator: Path to Paraplanning in St Helens employer: Prestige Recruitment Group
Prestige Recruitment Group is an exceptional employer located in the vibrant city of Liverpool, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from continuous professional development opportunities, allowing for personal growth while contributing to meaningful financial education initiatives. With a focus on creativity and impactful content creation, this role provides a unique chance to blend financial expertise with engaging storytelling in a supportive environment.
Contact Details:
Prestige Recruitment Group Recruitment Team