08/04/2024 | Fulltime | Bury Saint Edmunds | CV-Library | £30,000 - £35,000 / Year Proficiency in resolving issues and managing various investment products. ·Manage back-office tasks such as billing, commission recording, and adviser fee administration. ·Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS ·Up to 24 days
Save for laterRegister your CV04/04/2024 | Fulltime | Bury Saint Edmunds | CV-LibrarySuch as billing and recording commission and adviser fees on our systems · Producing top up reports for ISAs and pensions as instructed by the Paraplanners, including producing personalised and cost illustrations. · Assisting the Senior Financial Planning Administrator with training new recruits on systems
Save for laterRegister your CV25/03/2024 | Fulltime | Bury Saint Edmunds | CV-Library | £22,000 - £24,000 / Year Do you have experience of working in a regulated environment e.g. banking, pensions, investments, do you want to work for a personable, engaging and rewarding organisation, then read on… My client is an award winning advice firm with offices across Norfolk and Suffolk, they have been established
Save for laterRegister your CV25/03/2024 | Fulltime | Bury Saint Edmunds | CV-Library | £33,000 - £35,000 / Year Duties, group life, group income protection and group critical illness schemes and employee assistance programmes Business protection Insurer offers Pension provider systems Intelligent Office Skills and abilities Attention to detail/high levels of accuracy Computer literate Data management skills
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