IFA Administrator
Posted 5 days ago by Page Personnel
- Salary:
- £28,000 - £32,000/annum
- Location:
- Manchester, Greater Manchester
- Job Type:
- Permanent
Preparing portfolio valuations, producing illustrations and processing of new business. Arranging meetings with clients for the advisers. Handling client's requests and queries. Preparing suitability reports for the approval of the Financial Adviser in line with the company policy. Sending … more