26/04/2024 | Fulltime | Hale (Greater Manchester) | CV-LibraryOf client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to CRM database Processing Letters of Authority Valuations Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes/illustrations - Fact Sheets - Order
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 CV05/04/2024 | Fulltime | Hale (Cheshire) | CV-Library | £23,000 - £24,000 / Year Credit Controller at The NSS Group Part of Finance £23,000-£24,000 per annum - Bonus scheme The Business We are a specialist property services supplier. From building maintenance to window and specialist cleaning, platform hire and equipment testing – self-delivered services, anywhere in the UK
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