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Friday, 23 June 2017 15:36 GMT

Job Details

Job Title:Financial Planning Assistant
Description:This is an integral role within the department where you will ensure that all FP client administration is carried out in an accurate and compliant manner and maintain client information on computer systems. A confident approach is key, as you will be liaising with clients, fee earners and paraplanners involved in transactions. As well as the administrative aspects to this role, you will be required to research and analyse data for paraplanners and fee earners.
Type:Permanent
Financial
Qualifications:
FPC 1
General
Qualifications:
Systems
Experience:
Salary Range:up to 14K
Benefits:20 days holiday + Pension + Death in Service + PPP
Location:Cheltenham
Recruiter:Easy Resourcing
theteam@easyresourcing.co.uk
08707524794
Website: http://www.easyresourcing.co.uk

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