IFA Administrator
Posted today by EFE Personnel
- Salary:
- £28,000/annum
- Location:
- St Helens (2 miles)
- Job Type:
- Permanent
Prepare and process client documentation. Handle client inquiries and provide exceptional customer service. Maintain accurate and up-to-date client records. Support IFAs in preparing financial reports and presentations. Coordinate appointments and manage calendars … more