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/