CB3 ASSOCIATES in Leeds Salary

Rating of the company
12 GREEN ROW METHLEY LEEDS LS26 9BS ENGLAND
Phone:  +49 8039 21568627
  https://cb3associates.co.uk
TIN: 10683589
  Human Resources
Rating of the company

CB3 ASSOCIATES
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Earnings on positions in CB3 ASSOCIATES

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CB3 ASSOCIATES is looking for employees for positions:

financial services administrator

  • financial services administrator
  • business administrator
  • senior administrator
  • client administrator
  • ifa administrator
  • senior paraplanner
  • paraplanner
  • administrator

Working hours

  • full-time | Permanent

Salary

  • salary

Responsibility

  • monitoring and follow-up of specific pipeline cases & assistance with New Business input
  • processing new business
  • assistance with preparation of client review/valuation packs and liaison
  • illustrations and projections
  • processing new business, and ongoing administration of client records
  • valuations
  • assist with upkeep and monitoring of associated media such as corporate business websites and promotional websites such as LinkedIn etc
  • producing plan information updates

Requirements

  • client relationship management experience
  • ability to manage workloads across multiple provider platforms and funds
  • investments & pensions casework exposure

Earnings on positions in CB3 ASSOCIATES

Average salary in this position
Average salary in this position in the country
ifa administrator
2083 £
-1%
2069 £

National average salary

2950 £

Average salary in this company

2124 £