MAUNBY INVESTMENT MANAGEMENT in Ripon Salary

Rating of the company
30 MARKET PLACE WEST RIPON HG4 1BN ENGLAND
TIN: 01676636
  Finance and Insurance
Rating of the company

MAUNBY INVESTMENT MANAGEMENT
Premium profile inactive
 Premium profile inactive

Earnings on positions in MAUNBY INVESTMENT MANAGEMENT

Looking for a job?

Describe to the employer what experience you have and get interesting career offers! Let other users advise you on your choice.

MAUNBY INVESTMENT MANAGEMENT is looking for employees for positions:

ifa administrator

  • ifa administrator

Requirements

  • previous experience in a similar role within the IFA/Wealth Management sector

Responsibility

  • data Management and Reporting: Monitor and control client invoicing arrangements and client liquidity within individual investments to ensure sufficient cash is available to meets income requirements
  • provide Outstanding Client Service: Liaise effectively with both internal and external contacts, including clients and product providers, via phone and email to build positive relationships
  • ensure Regulatory Compliance: Prepare files for compliance checks and assist with client report and recommendation letter preparation

Earnings on positions in MAUNBY INVESTMENT MANAGEMENT

Average salary in this position
Average salary in this position in the country
ifa administrator
2083 £
-2%
2043 £

National average salary

2950 £

Average salary in this company

2083 £