We’re looking to expand our award winning team here at Eldon Financial Planning. In particular, we’re seeking out a Technical Administrator.
The role involves providing technical administrative support to the firm’s planners throughout the advice cycle for new and existing clients. There is a lot of administration of new and existing business as well as corresponding with policy providers and administering our back-office software, Plum.
We are looking for someone with at least three years of experience in a similar role. Knowledge of financial service products and high numeracy skills are also important. We will, of course, provide full training in all our processes and procedures and we are happy to support the taking of appropriate qualifications.
If you would like to send us your C.V. then please send it in to firstname.lastname@example.org