IFA Administrator

  • Full Time
  • Leeds

IFA Administrator

An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm in Leeds.  Key Responsibilities  Print and pre-complete application forms  Prepare cost and charges disclosure documents Obtain illustrations Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails Submitting new business and investment […]

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