IFA Administrator
Posted 4 days ago by Heat Recruitment Ltd
- Salary:
- £27,000 - £32,000/annum
- Location:
- Bury, Greater Manchester (8 miles)
- Job Type:
- Permanent
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. Valuations. Quotes. Letters of Authority / Change of Agency letters. Requirements … more