CROSS BORDER FINANCIAL PLANNING  Salary

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SUITE 1 6 UNION ROAD CHIPPENHAM SN15 1HW ENGLAND
TIN: 09955592
 Finance and Insurance
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CROSS BORDER FINANCIAL PLANNING
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Earnings on positions in CROSS BORDER FINANCIAL PLANNING

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CROSS BORDER FINANCIAL PLANNING is looking for employees for positions:

ifa administrator

  • ifa administrator

Working hours

  • full-time

Responsibility

  • meeting and greeting clients and visitors to the office
  • client servicing – responding to client enquiries and resolving client issues promptly and professionally either verbally or in writing
  • system maintenance – ensuring that client files and back-office systems are maintained in line with internal policies, business processes and GDPR guidelines