Pa, Financial Planning Company, Central London, Permanent, up to £22k plus benefits
| Applications must be eligible to work in the specified location
|
||
<img src quothttp www.australasian.co.uk/logo_01.gif"> Our client a small to medium sized Financial Planning Company based in Central London have a permanent requirement for a Pa to support one of their senior Consultants. This is a great opportunity for someone who has studied or plans to study a Financial Planning qualification with an outlook to progress in the industry and the client has specifically mentioned that they will give as much training as is required to assist with this. The role of Pa will entail Providing administration support Diary management Assisting with valuations for all clients and processing commission Processing new and existing business Managing data on Plum software Researching appropriate products for clients Liaising with clients and insurance providers on a daily basis Organising quotes Processing individual and group business new and existing Preparing and chasing documentation Ensuring compliance is up to date Preparing reports The ideal person for this role may have at least a couple of years experience as an administrator or Pa in either the financial services or insurance sector and as mentioned above this role will ideally suit someone who has an interest in Financial Planning and wishes to have a long term career in this industry. If you have the relevant experience for this role and can work in the UK on a permanent basis please forward your Cv immediately to (APPLY ONLINE FOR THIS JOB AND MANY MORE JOBS) |
||
| Type: Permanent | ||
| Location: Central London | ||
| Country: United Kingdom | ||
| Posted: 20-05-2007 00:04:02 | ||
| Reference: JOBXPRESSO_598309 | ||
| Email: You must login / register to view this information | ||
|
