Financial Planning Administrator
Posted a week ago by Front Row Recruitment
- Salary:
- £30,000 - £35,000/annum plus excellent benefits
- Location:
- Exeter, Devon
- Job Type:
- Permanent
Maintain accurate client records and workflows using Intelligent Office. Process new business, fund switches, cash management and platform transactions. Monitor pipelines and proactively update planners on case progress. Support Annual Reviews in collaboration with Financial Planners and … more