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Displaying 1-2 of 2 jobs
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Posted 2 days ago by Optima Recruitment
Communicating with clients, IFAs, and Investment Managers to provide prompt, professional service. Processing benefit crystallisation events, calculations, and payroll. Managing HMRC reporting requirements. Keeping database records up to date. Generating standard correspondence with support … more
Posted 2 days ago by Lloyd Recruitment - Epsom
Provide prompt, professional communication with clients, IFAs, and Investment Managers. Process benefit crystallisations, payroll, and HMRC reporting. Maintain database records and prepare standard client correspondence. Complete due diligence checks and manage administrative task schedules … more
