Company: Plannex Property Management Ltd
Location: Preston
Job Description:
Plannex Property Management Ltd is seeking a proactive Administrator to support Financial Advisers and Paraplanners in Preston. The role involves handling client records, preparing materials for reviews, and ensuring data accuracy in a fast-paced financial planning environment.
The successful candidate will have at least 3 years in financial services, strong communication skills, and a solid knowledge of pensions, investments, ISAs, and protection products, with adherence to UK regulatory
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Posted: October 2nd, 2026