HWIFM Ltd are a well-established small company of independent financial advisers based in Holmes Chapel. We are looking for a Financial Planning Assistant to join our support team to provide a high standard of administrative support. […]
- 23 days holiday per year plus bank holidays (pro-rata for part-time) […]
- Assist independent financial advisers in administering financial plans and investment proposals
- Maintain, setup and update internal client files and records […]
- Servicing existing business ie. Policy surrenders, fund switches, policy changes etc. […]
- Prepare paperwork for client...