IFA Administrator – Wealth Management, Marlow, £34,000 – £38,000 (DOE), Full-time, Permanent
hace 10 días
Marlow
Marlow (office-based, 5 days per week).This is a fantastic opportunity for someone with a background in.Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs.Liaising with clients, investment platforms, product provi