Sunday, 28 April 2013

Client Services Administrator

<img src="http://counter.adcourier.com/YW50b25pYS5taWhheWxvdmEuMTI5ODQuMjY0N0BzZWFyY2guYXBsaXRyYWsuY29t.gif"><br/><p>IFA support administrator<br />Preston<br />£18,000 - £20,000 + Benefits</p> <p>My client, a Financial Services business with a Chartered status, are seeking to appoint a Financial Planning administrator to join a growing team based in their head office in Preston. Offering brilliant benefits package as well as excellent career progression opportunities</p> <p>Duties and responsibilities will involve:<br />* Producing client valuations and preparation of review packs<br />* Obtaining illustrations and quotations<br />* Submitting applications<br />* Liaising with clients, product providers, 3rd parties</p> <p>The successful candidate must have previous IFA exposure. Possession of CFP and experience using 1st Software are desirable requirements.</p> <p>If you meet the criteria above and you are interested to find out more, please contact Antonia Mihaylova for a confid

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