Financial Planning Administrator

Employer
Perceptive Recruitment
Location
UK
Salary
Competitive
Closing date
30 Jan 2022

View more

Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
OL66 - Financial Planning Administrator

Location: Cardiff

Salary: £22,500

Overview:

The role includes the accurate processing of new business applications through to and including investing monies, regular platform checks and preparation of monthly and quarterly reports for negative checks and re-balance across platforms, including management information. The role is required to assist ...

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