Amber Jobs Home > Sample Jobs > North West / Finance > Financial Planning Administrator, Lancashire


This is a SAMPLE JOB based on a real job in Lancashire which was previously posted on Amber Jobs.

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Sample Job Details:

Title:

Financial Planning Administrator

Location:

Lancashire

Salary:

GBP 16,000 to GBP 19,000 per year

Description:

Financial Planning Administrator, Prestonc. GBP 16,000-GBP 18,500 depending on experience and qualificationsWe are currently recruiting for an experienced Financial Planning Administrator to join our Financial Planning Department.The successful candidate will be responsible for providing a full administration support and duties will include:researchproposal submission and review processliaison with insurance companiesproducing client valuationsobtaining illustrationsprocessing applicationsmaintaining client database informationIf you have at least 3 years Financial Planning experience within an IFA, enjoy providing a high level of service to clients, have a good working knowledge of First software and are a good team player, then in return we can offer an excellent salary and benefits package and the chance to join a successful team.You will need to be FPC qualified, or working towards full qualification.To apply please contact Paul Henry on 0161 834 7334 or email your CV to paul.henry@austinbenn.co.uk


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