WHATELEY WEALTH MANAGEMENT Salary

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3 PARSONAGE DRIVE COFTON HACKETT BIRMINGHAM B45 8AS ENGLAND
TIN: 09125961
  Finance and Insurance
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WHATELEY WEALTH MANAGEMENT is looking for employees for positions:

ifa administrator

  • ifa administrator

Working hours

  • full-time | Permanent

Salary

  • salary

Responsibility

  • position: IFA Administrator
  • location: Birmingham
  • reports to: Office Manager
  • obtaining relevant information from providers
  • making outbound telephone calls and receiving inbound telephone calls
  • undertaking fund switches upon the instruction of the client
  • arranging client meetings for the adviser