Business Administrator to Senior Financial Advisor
1 month ago
This role will involve supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will require the use of different CRM systems and platforms, including Intelligent Office.
Key Responsibilities:- Update the back office system to ensure accurate client data and information throughout the process.
- Maintain fully compliant files, ensuring all documents are held on the client's Document Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service.
- Participate in project-related work, working as one team to meet company goals and targets.
- Administration and customer service experience is essential.
- Telephone-based experience would be beneficial.
- 5-10 years Financial Services experience.
- Financial Services experience is essential, preferably obtained in a life and pensions environment.
This will be a full-time office-based role near Dorking, with hybrid working considered after successful completion of a 6-month probation.
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are seeking a highly skilled and experienced Business Administrator to join our team as a Senior IFA. This is a full-time office-based role near Dorking, with the possibility of hybrid working after a 6-month probation period.Key ResponsibilitiesSupport one IFA with all areas of administration, including business processing, financial...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are seeking a highly skilled and experienced Business Administrator to join our team as a Senior IFA. This is a full-time office-based role near Dorking, with the possibility of hybrid working after a 6-month probation period.Key ResponsibilitiesSupport one IFA with all areas of administration, including business processing, financial...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process.Key Responsibilities:Update the back office...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process.Key Responsibilities:Update the back office...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Administrator to IFAThis is a full-time office-based role near Dorking, supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Update the back office system to ensure accurate client data and information throughout the process.Maintain fully...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Administrator to IFAThis is a full-time office-based role near Dorking, supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Update the back office system to ensure accurate client data and information throughout the process.Maintain fully...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Financial Services AdministratorThis is a full-time office-based role that involves supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The role requires the use of different CRM systems and platforms, including Intelligent Office.Key Responsibilities:Update the...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Financial Services AdministratorThis is a full-time office-based role that involves supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The role requires the use of different CRM systems and platforms, including Intelligent Office.Key Responsibilities:Update the...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis is a full-time office-based role near Dorking, with the possibility of hybrid working after a 6-month probation period.About the RoleWe are seeking an experienced Administrator to support one IFA with all areas of administration, including business processing, financial administration, and client liaison.Key...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis is a full-time office-based role near Dorking, with the possibility of hybrid working after a 6-month probation period.About the RoleWe are seeking an experienced Administrator to support one IFA with all areas of administration, including business processing, financial administration, and client liaison.Key...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process, ensuring fully compliant files, and producing...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process, ensuring fully compliant files, and producing...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary:This role involves supporting an IFA with administrative tasks, including business processing, financial administration, and client liaison. The ideal candidate will have experience with CRM systems and platforms, such as Intelligent Office.Key Responsibilities:Update the back office system to ensure accurate client data and information.Maintain...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. This role will involve supporting Financial Advisers with administrative tasks, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative support...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. This role will involve supporting Financial Advisers with administrative tasks, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative support...
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Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. This role will involve supporting Financial Advisers with administrative tasks, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative support...