IFA Administrator (part-time)

Recruiter
Independent Appointments (UK) Ltd
Location
Leeds
Salary
22,000.00 GBP Annual, pro rata
Posted
03 Dec 2018
Closes
10 Dec 2018
Role
Finance
Contract Type
Permanent

IFA/Financial Services Administrator (part-time) sought to work closely with Financial Planners and Paraplanners, providing effective support. Working in a busy environment the role will involve dealing with HNW clients wealth management, ensuring the smooth running of applications from processing new business (across Financial Services including pensions, investments, protection and mortgages) to completion. Other duties will include refreshments for the team (everyone takes turns), stationary ordering and daily post - process incoming and frank outgoing...............

 

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