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Finance Administrator

Sector: Finance

Reference: 30548

Expectations: £22000

Considered Locations: Gloucestershire

Skills & Experience:

• Processing Protection, Mortgage, Pension and Investment applications
• Chasing business through to completion
• Keeping client records up to date for their yearly reviews by using Intelligent Office
• Drafting and issuing suitability reports for Protection, Mortgage, Pension and Investments
• Finding new business opportunities including ISA allowances, Protection rebroking, Pension and ISA transfers
• Task and email management

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