Portfolio Administrator salaries in Beaulieu, HAM

Ensure all telephone calls are answered and dealt with in an efficient and competent manner, according to the SLA (Service Level Agreement) for the Contract(s).

Predominantly, the role focuses on the coordination of administrative activities across the Asset Management function aiding interrogation of asset risk on the…

11 days ago

Clear, confident written and verbal communication, with a professional telephone manner and the ability to communicate effectively at all levels.

£30,000 - £35,000 a year

At least 2 years’ experience working as a Paraplanner. Work from home and flexible working available. Our experienced, highly qualified financial specialists…

£35,000 - £50,000 a year

2 days ago

You’ll need to hold a Level 4 Diploma in Financial Planning (or equivalent), ideally with some post-qualification client advice experience.

Up to £40,000 a year

9 days ago