21/05/2024 | 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 CV17/05/2024 | Fulltime | West Yorkshire | CV-LibraryTo deliver an excellent service to their Clients. Responsibilities The role will see you working closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team. Processing new business Illustrations and projections Valuations
Save for laterRegister your CV09/05/2024 | Fulltime | Wakefield | CV-Library | £18,000 - £26,000 / Year And providers, dealing with surrender requests and other client queries and preparing valuations and illustrations. We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment. You will have good knowledge of Pensions, Investments, Taxation
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