22/05/2024 | Fulltime | London | CV-Library | £28,000 - £34,000 / Year Of the Practice - Dealing with enquiries and correspondence from clients and providers by email and phone - Booking in review meetings and preparing files including; product research; illustrations; and other supporting documentation - Managing the database of clients and diary management for the Partner
Save for laterRegister your CV22/05/2024 | Fulltime | Hale (Greater Manchester), Hal | CV-Library | £25,000 - £30,000 / Year Of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to CRM database Processing Letters of Authority Valuations Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes/illustrations - Fact Sheets - Order
Save for laterRegister your CV22/05/2024 | Fulltime | Newcastle upon Tyne | CV-Library | £35,000 - £40,000 / Year Client portfolios and obtain illustrations to complete advice files for presentations to clients. Keep up to date with all technical research to ensure the client file carries all relevant information. Liaise with all departments to ensure the reports and advice is accurate and relevant. Keep up to date
Save for laterRegister your CV21/05/2024 | Fulltime | West Berkshire | CV-Library | £27,000 - £32,000 / Year Maintain regular communication with financial advisers throughout and support in the advice journey - Product provider liaison - Obtain valuations, quotations, illustrations and supporting documentation in preparation for and following client meetings. - Produce suitability reports for personalising
Save for laterRegister your CV21/05/2024 | Fulltime | Woodstock | CV-Library | £28,000 - £35,000 / Year To have long term administrators. Overview of the role is detailed below - Client correspondence, written and verbal - Processing new business - Preparation of client review packs - Arranging client meetings and managing the adviser’s diary - Illustration requests - Ensure that all financial planning
Save for laterRegister your CV21/05/2024 | Fulltime | Huddersfield | CV-Library | £35,000 - £45,000 / Year Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. - Preparation of client review packs. - Illustration requests. - Keep up to date with financial products and legislation. - Comply with all company and industry guidelines
Save for laterRegister your CV21/05/2024 | Fulltime | Rochester | CV-Library | £45,000 - £50,000 / Year Some of the main duties of the Technical Author will include Preparation and amendment of technical manuals/handbooks including the generation of original text, functional block diagrams, circuit diagrams and technical illustrations Authoring of Interactive Electronic Technical Publications (IETPs
Save for laterRegister your CV21/05/2024 | Fulltime | Colchester | CV-Library | £24,000 / Year Including retouching and an understanding of digital images, resolution and the print process. Graphic Design skills, and ability to produce design ideas and illustrations to brief. Highly organised and thorough with good library and resource management. Independent initiative in researching a variety
Save for laterRegister your CV21/05/2024 | Fulltime | Ely | CV-Library | £25,000 - £32,000 / Year To have long term administrators. Overview of the role is detailed below - Client correspondence, written and verbal - Processing new business - Preparation of client review packs - Arranging client meetings and managing the adviser’s diary - Illustration requests - Ensure that all financial planning
Save for laterRegister your CV21/05/2024 | Fulltime | CV-Library | £23,000 - £28,000 / Year And training where needed included). Layout Like a Pro Craft engaging page layouts that integrate text, photos, and illustrations seamlessly. Teamwork Makes the Dream Work Collaborate with colleagues to develop innovative design solutions. Embrace the Challenge Thrive in a fast-paced environment where
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