Experienced Financial Services Administrator required for established practice. The role involves providing administration back up for the financial advisers. Duties include diary management, obtaining illustrations, dealing with letters of authority, new busi…

PURPOSE OF THE ROLE: To provide full back office support to both advisers and paraplanners to ensure client service is delivered to an excellent standard. GENERAL RESPONSIBILITIES: Comply with the Financial Services and Markets Act 2000 and the relevant FCA ru…

IFA practice based in Bury require an additional administrator to complement their existing team. Duties include: Answering the telephone / greeting clients and preparing drinks Preparing and issuing valuations Issuing appointment letters Meeting preparation -…

Well established IFA practice based in Sale require an additional administrator to compliment their existing team. Main day-to-day duties and responsibilities The processing and chasing new business on behalf IFAs in a compliant and timely manner The recording…