MAUNBY INVESTMENT MANAGEMENT

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

Requirements

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

Earnings for position ifa administrator