point of contact for external events. Diary Management, Monthly reviews, Supporting managers and operations staff. About the company: Our client is a well-established financial services company based in the Dorset area, services including Investment and pensions. What we're looking for: Senior Office Co-Ordinator Administrator with line management more »
home 24/7 365 days a year. Colleague Introduction Award recommend somebody for a role at Inchcape and you could earn a substantial financial reward once theyre fully on-board with us Great career development Receive industry leading training from the brand you represent whilst you develop your skills more »
Wimborne, Dorset, South West, United Kingdom Hybrid / WFH Options
Bond Williams Limited
BR products, top slicing calculations, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds Providing technical support and recommendations to Financial Advisers Attending client and product provider meetings Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner. Processing new business to completion … relationships, communicating effectively at all levels, to ensure consistent responses. Interpreting information and statistical data About the company: Our client is a well-established financial services company based in the Dorset area, services including Investment and pensions. What we're looking for: Previous experience working within an IFA business environment. more »
