Old Mill
Financial Services
FinancialPlanningAdministrator
“Financial Planning Administrator at Old Mill. Skills: Financial administration, Client service. Manage client records. Maintain client records”
Industry & Context.
What They're Looking For.
Must Have
Proven experience in financial services, Experience in financial planning, Experience in investment management, Experience in pensions
Nice to Have
Experience in financial planning advantageous, Experience in investment management advantageous, Experience in pensions advantageous
What You'll Do.
Manage client records
Maintain client records
Prepare documents for client meetings
Prepare reports for client meetings
Ensure compliance with financial regulations
Act as first point of contact for clients
Deliver prompt communication
Deliver professional communication
How You'll Work.
Team & Collaboration
Financial Planning Team; Liaise with colleagues
Communication Scope
Client communication; Colleague communication
Applying for this Financial Planning Administrator role?
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ANONYMOUS · UNFILTERED
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