FINANCIAL PLANNING ASSISTANT
PART TIME / FULL TIME
We require a person with financial services admin experience. For salary of £25,000 plus depending on experience (full time) pro rata for part time.
- Preparation of client files
- Preparation of Reports
- Use of Analytical tools for compiling research
- Communication with insurance companies
- Compiling records
To work as part of our team in modern office at our stunning location in Hurst
If you also have experience of
- Exchange
- Pension Profiler
- Synaptics
- Prestwood
This would be useful.
Duties will include Maintaining records, Client contact both written and verbal, Liaising with Providers.
In return you will receive a good basic salary and excellent working conditions.
This is an ideal opportunity to join a successful and growing company.
Please apply in confidence, with CV in first instance to :- info@paretolawrence.co.uk or write to us at:
Pareto Lawrence Limited
Pantheon House
Beech Court
Hurst
Berkshire
RG10 0RQ