Private Client Services Administrator

12 September by MAC Financial Limited

Reference ID: 205398
Duration: Unspecified
Salary: To be advised
End Date: 27 Sep 2024

Job Description

Reporting to the Client Services Manager, in this role you will be involved in a broad range of responsibilities to provide support to the MAC Financial IFAs (Independent Financial Advisers). This includes providing effective assistance and support to the IFA team, co-ordinating the 'Private Client Review' diary and preparing valuations, portfolio reports and meeting packs in a timely manner and general administration tasks. Learn more: https://macgroup.im/privateclientadministrator/

Job Posted by MAC Financial Limited

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