TMC FINANCIAL CONSULTANCY LLP  Salary

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BROOKLEIGH MILLEY ROAD WALTHAM ST LAWRENCE RG10 0JR
TIN: OC439842
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TMC FINANCIAL CONSULTANCY LLP
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TMC FINANCIAL CONSULTANCY LLP is looking for employees for positions:

ifa administrator

  • ifa administrator

Working hours

  • full-time

Responsibility

  • maintain client records on internal system – Intelligent Office
  • preparation of pre-meeting/post-meeting material for advisers
  • obtaining quotations and other relevant literature
  • process business applications following set processes
  • processing commission/adviser fees
  • requesting information from third parties
  • producing client valuations and reports
  • delivering a day-to-day administrative support, answering the telephone, sorting the post

Requirements

  • excellent verbal and written communication skills
  • previous experience of working in an Financial Advisory practise
  • working with IFAs
  • job Type: Full-time