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SENIOR IFA FINANCIAL SERVICES ADMINISTRATOR

Managing adviser diaries and preparing review paperwork for client meetings. Completing actions and administration after client meetings. Preparation and processing of new business. Assist in the preparation of Financial Planning...

CompanyIdex
AddressSunderland, Cumbria
CategoryAdministrative
Salary£25,000 - £30,000 a year
Job type- Permanent
Date Posted 2 months ago See detail

Senior IFA Financial Services Administrator

Idex

Sunderland, Cumbria

£25,000 - £30,000 a year

Managing adviser diaries and preparing review paperwork for client meetings. Completing actions and administration after client meetings. Preparation and processing of new business. Assist in the preparation of Financial Planning...