CRAWFORD FINANCIAL PLANNING  Salary

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35B MARKET STREET HOYLAKE WIRRAL CH47 2BG ENGLAND
TIN: 10598720
 Consulting services
Rating of the company

CRAWFORD FINANCIAL PLANNING
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Earnings on positions in CRAWFORD FINANCIAL PLANNING

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CRAWFORD FINANCIAL PLANNING is looking for employees for positions:

ifa administrator

  • ifa administrator
  • paraplanner
  • experienced paraplanner

Working hours

  • full-time | Permanent

Responsibility

  • supporting the Senior Administrator with admin duties
  • dealing with incoming calls, post and emails
  • preparing documents for client meetings
  • producing client valuations
  • accurately record client data
  • process & manage applications through to completion
  • obtaining necessary information from various sources
  • liaising with our professional connections & clients

Requirements

  • good time management, attention to detail and accuracy
  • strong communication and IT skills
  • able to prioritise tasks effectively
  • salary is Dependent on Experience
  • this is a full time office based role
  • study support towards exams
  • company Pension, Death in Service Scheme, 25 days holiday allowance