26/04/2024 | Fulltime | Hale (Greater Manchester) | CV-LibraryProjections Booking Client Review Appointments & Managing IFA’s diary Print & Bind Client Suitability Reports Administration of client investment funds, constructing client portfolios Update IFA & Client on progress on New Business cases Maintenance of all client policy data & associated income expectancies
Save for laterRegister your CV19/04/2024 | Fulltime | Hale (Cheshire) | CV-Library | £30,000 - £33,000 / Year With providers to resolve queries - Overseeing withdrawal requests - Processing new business submissions - Preparing meeting packs - Ensuring compliance is strictly adhered to - Preparing stock transfer forms - Processing stock transfer forms - Processing trusts - Support advisers and Ops Manager when required
Save for laterRegister your CV16/04/2024 | Fulltime | Hale (Greater Manchester) | CV-Library | £25,000 - £35,000 / Year Essential Experience and Skills • Strong knowledge of WordPress, copywriting and familiarity e-commerce platforms, with experience in website management and updates. • Social media - Proven experience in managing and creating content for social media platforms (Primarily LinkedIn) and following/engaging
Save for laterRegister your CV05/04/2024 | Fulltime | Hale (Cheshire) | CV-Library | £23,000 - £24,000 / Year Although this is not essential as full training will be provided. Good personal time management and organisational skills Excellent communication Ability to build good relationships A friendly professional approach with the ability to apply pressure when required Enjoy working as part of a team
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