Earnings on positions in MONEYTREE WEALTH MANAGEMENT
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MONEYTREE WEALTH MANAGEMENT is looking for employees for positions:
financial services administrator
financial services administrator
paraplanner
Working hours
full-time
part-time
Language
english
Responsibility
financial Services Administrator
provide a happy, positive, and helpful contact for clients
preparing for reviews, maintaining client files and collating valuation reports
processing client applications within compliance guidelines
liaising with both product providers and insurers
taking telephone enquiries
dealing with post and general admin
reporting to the Client Support Manager at our City Centre offices you would work in a small team who support the Paraplanners and Advisers. Duties will include
Education
A-Level or equivalent
Requirements
administrative experience: 1 year
Earnings on positions in MONEYTREE WEALTH MANAGEMENT