SPA WEALTH MANAGEMENT Salary

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WINDSOR HOUSE CORNWALL ROAD HARROGATE HG1 2PW ENGLAND
TIN: 13238758
  Consulting services
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SPA WEALTH MANAGEMENT is looking for employees for positions:

financial services administrator

  • financial services administrator

Working hours

  • part-time

Responsibility

  • working closely with owner to help build a new IFA practise in Harrogate
  • liasing with clients on a day to day basis
  • invoicing clients for work completed
  • inputting client details into back-office systems- Iress X Plan
  • monitoring Cash Flow
  • arranging client events
  • answering emails
  • preparing client packs for review meetings

Salary

  • salary

Education

  • A-Level or equivalent

Requirements

  • office Admin: 1 year