The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service. Key Responsibilities Data input of fact find information and documentation onto the back-office system (IRESS). Diarising events throughout the business cycle. Producing new business packs and preparation for client meetings. […]
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Key threats and opportunities to growth in 2022, with Brooks Macdonald​IFA Magazine – for today’s discerning financial and investment professional.
Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers, planners and paraplanners.
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