Senior Wealth Management Administrator
|
Meraki Talent
Edinburgh
Senior IFA AdministratorPermanentEdinburghMeraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client recordsPrepare client review packs, reports,... |
View salary & More Info |
|
3 hours ago
|
|