IFA Administrator
Posted 01/07/2024 by Page Personnel
- Salary:
- £30,000/annum
- Location:
- Altrincham, Greater Manchester (57 miles)
- Job Type:
- Permanent
Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly. Administration support for valuations, transfers and client reviews in preparation for client meetings. Liaising with client … more