Fund Administration Jobs in Altrincham
1 - 10 of 10
Search results - Fund Administration Jobs in Altrincham
Altrincham
for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
Administration support for valuations, transfers and client reviews in preparation for client meetings
Liaising...
cv-library.co.uk -
Halecroft Recruitment - 0161 905 0526-Altrincham
Managing IFA’s diary
• Print & Bind Client Suitability Reports
• Administration of client investment funds, constructing client portfolios
• Update IFA & Client on progress on New Business cases
• Maintenance of all client policy data & associated income...
Altrincham
financial and administrative services to the school
• Maintaining accurate computerised records and systems for pupils and staff
• Invoices, purchase orders, reconciliations, and school fund management
• Be the first point of contact for students, parents...
cv-library.co.uk -
Halecroft Recruitment - 0161 905 0526-Altrincham
Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis...To provide efficient, friendly, and professional administration support to both clients & IFAs...
Tradewind Recruitment-Altrincham
financial and administrative services to the school
• Maintaining accurate computerised records and systems for pupils and staff
• Invoices, purchase orders, reconciliations, and school fund management
• Be the first point of contact for students, parents...
twrecruitment.com -
Page Personnel-Altrincham
of financial products and funds
• Experience of report writing, valuations and appraisals would be ideal
• Strong administration skill set
• Great communication skills
• Good working knowledge of Microsoft applications
• Up to date with current FCA...
pagepersonnel.co.uk -
Arrow Global Group-Manchester, 6 mi from Altrincham
We are seeking a detail-oriented and motivated Fund Treasury Assistant to join our team. The Fund Treasury Assistant will play a crucial role in supporting the treasury and fund management functions by executing various administrative...
Mitchell Hall Consulting-Manchester, 6 mi from Altrincham
the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package...
Page Personnel-Manchester, 6 mi from Altrincham
for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
• Administration support for valuations, transfers and client reviews in preparation for client meetings
• Liaising...
Stockport, 8 mi from Altrincham
the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package...
cv-library.co.uk -
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