CB3 ASSOCIATES Salary

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12 GREEN ROW METHLEY LEEDS LS26 9BS ENGLAND
Phone:  +49 8039 21568627
  https://cb3associates.co.uk
TIN: 10683589
  Human Resources
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CB3 ASSOCIATES is looking for employees for positions:

financial services administrator

  • financial services 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