BLYTHIN & BROWN FINANCIAL SOLUTIONS in Oakham Salary

BLYTHIN & BROWN FINANCIAL SOLUTIONS
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BLYTHIN & BROWN FINANCIAL SOLUTIONS is looking for employees for positions:

ifa administrator

Responsibility

  • being the first point of contact for all clients
  • carrying out the new client onboarding process
  • diary management
  • preparing quotes and illustrations
  • processing new business
  • preparing for annual client reviews
  • preparing client paperwork and issuing reports