and filing New business and account administration Responsible for corporate actions Preparing for client meetings...We are working with a fantastic wealth management firm in Chester to recruit a Financial Planning Administrator...
Page Personnelsuccessful Sales Support Administrator: Provide day to day support to regional field sales teams, account managers and operations... Proficiency in data analysis and report writing. Strong communication and interpersonal skills. Account management or client...
Page Personnel. May consider an experienced IFA Administrator. Key Responsibilities include: · Preparing analysis of client’s existing... documentation · Adherence to Innes Reid’s compliance procedures, core values and high standards of client service · Regular...
Cameron James Professional Recruitment