WATCHORN FINANCIAL SERVICES Salary
1 BUCKMINSTER YARD 1 BUCKMINSTER YARD BUCKMINSTER GRANTHAM NG33 5SA ENGLAND
TIN: 06502488
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Earnings on positions in WATCHORN FINANCIAL SERVICES
WATCHORN FINANCIAL SERVICES is looking for employees for positions:
ifa administrator
Working hours
- full-time
Requirements
- you must have at least 3 years experience in working in an IFA Firm
- experience of using Intelliflo back office system
- strong attention to detail
- A professional and personable communicator
- A strong team player
- IFA Administration: 1 year
Responsibility
- liaising with insurance companies
- dealing with client data
- maintaining client records on our internal back office system
- preparing client valuations
- organise adviser client appointments