IFA Support – Part time

Pin iconDouglas, Isle of Man

Coin iconDependent on experience

  • Finance
  • General Administration
  • Permanent
  • Part Time
  • Temporary
Apply before: 13 October 2022

Job Overview

This is an excellent opportunity to join a well-established small business based in central Douglas on a part time basis working 3 full days or 5 part days per week. In this varied role you will communicate with Financial Advisers, and other financial institutions via telephone and email, maintain client files, including change of addresses, personal information, and change of Financial Advisers, review all KYC documentation and new business applications and requesting any missing information.

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Posted: September 22, 2022