Administrator - Client Services
Posted 08/08/2024 by Howard James Recruitment Consultancy Ltd
- Salary:
- £24,000 - £28,000/annum
- Location:
- Knutsford, Cheshire East
- Job Type:
- Permanent
Follow up on adviser and paraplanner instructions post-client meetings. Maintain accurate records in our internal system. Produce letters, reports, and invoices. Process new business in line with compliance procedures. Obtain illustrations and product information from providers. Communicate … more