Senior IFA Administrator
Posted 4 days ago by Page Personnel
- Salary:
- £30,000 - £35,000/annum
- Location:
- Ellesmere Port, Cheshire (9 miles)
- Job Type:
- Permanent
Preparing client portfolio valuations, producing illustrations and processing of new business. Arranging meetings with clients for the advisers. Handling client's requests and queries. Preparing letters of authority. Pension transfers, withdrawals etc. Preparing suitability reports for the … more