27/08/2024 | Fulltime | Bury | CV-Library | £27,000 - £32,000 / Year Financial Advice practice in the Bury area, who are looking to expand their IFA Admin team. This would involve presales support to Paraplanners and Advisers including the following - Preparation of Engagement Letters - Requesting and receipt of application forms - Creation of client files - Fact finds
Save for laterRegister your CV27/08/2024 | Fulltime | Bury | CV-Library | £25,000 / Year With the Financial Advisers - Maintain client files - Meeting preparation for the Advisers - Prepare operational reports Requirements to be considered for the Asset Management Administrator role - Current experience of working within Financial Services, preferably with Investment - Knowledge of FS basic such as ISA
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