IFA Administrator
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Description
A long established IFA practice with a sizeable operation are keen to appoint an experienced IFA Sales Support for their Colchester office Duties Include: Administration of a full range of Private client Pension and Investment products.
Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients.
Assisting in the training of new staff, sharing knowledge and best practices in support.
Conducting comprehensive research on financial produc…
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