SENIOR INVESTMENT ADMINISTRATOR jobs in LEEDS LS2, United Kingdom

WHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control... throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £55 billion...

Insurance, Financial Services and Legal professions. Pensions Administrator x 2 Job details Posted 11 April 2024 Salary...£24000.00 - £28000.00 per annum LocationManchester Job type Discipline Expiry 20 July 2024 Reference41566_1712841815 Consultant Senior Consultant...

as a technical administrator but preferably a Senior Paraplanner. You must have a good understanding of the financial services... recommendations via the use of Trusts, Tax Allowances and tax planning vehicles such as EIS/VCT etc Investment withdrawal planning...

as necessary Instruct the IFA Administrator to proceed with preparation of the pack for the client Pre-populate client... the weekly logs to enable the Senior Paraplanner to review work-flow across the team Report obstacles and deviations...