MARSHALL WOOLDRIDGE FINANCIAL SERVICES  Salary

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UNIT 4B REGENCY HOUSE KIRK LANE YEADON LEEDS LS19 7EP
TIN: 09887995
 Finance and Insurance
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MARSHALL WOOLDRIDGE FINANCIAL SERVICES
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MARSHALL WOOLDRIDGE FINANCIAL SERVICES is looking for employees for positions:

ifa administrator

  • ifa administrator

Working hours

  • full-time | Contract | Permanent

Responsibility

  • provide support to Paraplanners and Financial Advisers
  • be the first point of contact for clients
  • process new business applications across the key financial products
  • process financial transactions correctly and compliantly
  • acquire client portfolio valuations
  • prepare for client review meetings
  • accurate administration and maintenance of client records
  • manage client queries