IFA Administrator
Posted 3 days ago by Katie Bard
- Salary:
- £25,000 - £28,000/annum
- Location:
- Birmingham, West Midlands (County) (45 miles)
- Job Type:
- Permanent
General administration for the team including management of calls and queries, processing payments, as well as close expired accounts. Investment specific administration including portfolio transfers, processing ISA subscriptions, updating tax forms, distribute valuations. … more