WEBSTER ASSOCIATES Salary
VIRGINIA VILLAS HIGH STREET HARTLEY WINTNEY HOOK RG27 8NW ENGLAND
TIN: 12970049
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Earnings on positions in WEBSTER ASSOCIATES
WEBSTER ASSOCIATES is looking for employees for positions:
financial services administrator
Working hours
- full-time
Responsibility
- if you want to be fully supported and invested in your journey, we need to talk…
- this is a fantastic opportunity for someone with experience in a Finance environment to develop your career as a Financial Technical Administrator
- + Assisting with preparation of files for client meetings and appointments
- + Processing withdrawals; including calculations to determine the best withdrawal option
- + Processing fund switches
- + Sending out Letters of Authority to clients, completing of checklists and plan summaries
- are you looking for a business that offers a very real career opportunity and excellent benefits such as flexible hours, hybrid working, regular social events and so much more?
- + Keep Paraplanners and Advisers up to date with the progress of LOA chasing/information
Requirements
- application notice
- we take your privacy seriously
- when you apply, we shall process your details and pass your application to our client for review for this vacancy only
- as you might expect you may be contacted by email, text or telephone
- your data is processed on the basis of our legitimate interests in fulfilling the recruitment process
- please refer to our Data Privacy Policy & Notice on our website for further details
- administrator, Coordinator, Team Support, Team Admin, Support Executive, Support Coordinator, Operations Coordinator, Administrative Officer, Business Support Administrator, Operations Administrator, Wealth Management, St James' Place, Financial Planning, Financial Services
- if you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR