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Senior IFA Administrator

Location: West Midlands, UK
Salary: £18000 - £21000 pa
Job Type: Permanent   Add to Shortlist: Senior IFA Administrator


Specialist independent financial adviser based in Worcestershire seeks a Senior IFA Administrator to join their team. You will provide administration support to consultants and paraplanners, including carrying out the preparation for client meetings, creating and maintaining client records, obtaining quotations and valuations and processing new and renewal business applications. You will confirm ... more about Senior IFA Administrator


Posted: 16-May-2012

Senior IFA Administrator

Location: West Midlands, Worcestershire, UK
Salary: £18000 - £21000 pa
Job Type: Permanent   Add to Shortlist: Senior IFA Administrator


Specialist independent financial adviser based in Worcestershire seeks a Senior IFA Administrator to join their team. You will provide administration support to consultants and paraplanners, including carrying out the preparation for client meetings, creating and maintaining client records, obtaining quotations and valuations and processing new and renewal business applications. You will confirm ... more about Senior IFA Administrator


Posted: 16-May-2012

Senior IFA - Directorship/Equity participation

Location: Stockport, Greater Manchester, United Kingdom
Salary: £35000 - £50000/annum Benefits + Bonus + Directorship
Job Type: Permanent   Add to Shortlist: Senior IFA - Directorship/Equity participation


Established by two Directors with over two decades experience each, our client has continued to grow and now has clients throughout their native North West and beyond. They are profitable, well-funded and in the position where they are seeking to expand the business through recruiting an additional IFA. Enjoying an outstanding reputation for high quality advice with both corporate and HNW ... more about Senior IFA - Directorship/Equity participation


Posted: 30-May-2012

Senior Sales Support Administrator

Location: South East, Surrey, UK
Salary: £26000 - £28000 pa
Job Type: Permanent   Add to Shortlist: Senior Sales Support Administrator


Leading wealth management group require a senior IFA administrator to join their private client team. Role will involve providing full support to consultants across a high net worth personal financial planning client portfolio. You will be servicing existing clients, preparing information for client meetings,developing client relationships and ensuring compliance processes are followed.You ... more about Senior Sales Support Administrator


Posted: 02-Jun-2012

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