Entry-Level IFA Administrator
Posted 3 days ago by Premier Jobs UK
- Salary:
- £25,000 - £28,000/annum Plus company benefits
- Location:
- BS48, Cambridge Batch, North Somerset (4 miles)
- Job Type:
- Permanent
Chase progress of applications and inform the Financial Advisers should any issues arise. Process any servicing changes to clients' investments. Prepare client portfolio valuations and review documents. Hold regular meetings with your Paraplanners and Financial Adviser to discuss … more