Posted by Blakemore Recruitment • £35K/yr to £40K/yr
Key Contributions
Accurate upkeep of the client details to ensure accurate records are maintained.
Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
General
We are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.