SCHOFIELD & ASSOCIATES FINANCIAL PLANNING Salary
BLOCK B BURNLEY WHARF MANCHESTER ROAD BURNLEY BB11 1JG ENGLAND
TIN: 09336453
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Earnings on positions in SCHOFIELD & ASSOCIATES FINANCIAL PLANNING
SCHOFIELD & ASSOCIATES FINANCIAL PLANNING is looking for employees for positions:
financial services administrator
Working hours
- full-time | Permanent
Responsibility
- provide high level technical and administrative support to the team of Financial Advisers
- provide administrative support to the admin team and our Financial Advisers
- deal effectively with queries from clients and other parties through effective communication
- prepare files including compliance required documentation; research; illustrations and supporting documentation
- ensure that files are complete with all required client identification documentation and necessary application forms
- process applications accurately and record the required management information
- progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
Education
- GCSE or equivalent
Requirements
- 3 years administration