Business Administrator to Senior Financial Advisor
2 weeks ago
This role will involve providing administrative support to our team of Senior IFAs, covering all aspects of administration, including business processing, financial administration, and client liaison.
Key Responsibilities:- Support the IFA team with administrative tasks, ensuring accurate and timely completion of tasks.
- Update and maintain CRM systems and platforms, ensuring seamless communication with clients and stakeholders.
- Produce client valuations and reports, in line with the Client Service Agreement, and raise invoices for additional services.
- Process servicing tasks, including updating client files and managing client relationships.
- Build relationships with clients, consultants, and third parties, through regular telephone and occasional face-to-face contact.
- Participate in project-related work, working collaboratively with the team to meet company goals and targets.
- Administration and customer service experience is essential.
- Telephone-based experience would be beneficial.
- Financial Services experience, preferably in a life and pensions environment, would be advantageous.
Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented individual to join our team as an Administrator to Senior IFA. If you have a passion for administration and a desire to work in a dynamic and fast-paced environment, we encourage you to apply.
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryThis role involves providing administrative support to Senior IFAs in all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will have experience in administration and customer service, with a strong understanding of financial services and CRM systems.Key...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting the IFA's with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for:Key Responsibilities:Supporting the IFA's with all areas of administration, including business processing, financial...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting the IFA's with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for:Key Responsibilities:Supporting the IFA's with all areas of administration, including business processing, financial...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary: We are seeking a highly skilled Business Administrator to support our Senior IFA team in all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Support the IFA team with business processing, financial administration, and client liaison.Update the back office system to ensure...
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Hailsham, East Sussex, 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. The successful candidate will be responsible for providing administrative support to our IFA's, ensuring the smooth operation of our business processes, and maintaining fully compliant files.Key ResponsibilitiesSupport IFA's with all areas of...
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Hailsham, East Sussex, 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. The successful candidate will be responsible for providing administrative support to our IFA's, ensuring the smooth operation of our business processes, and maintaining fully compliant files.Key ResponsibilitiesSupport IFA's with all areas of...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve providing administrative support to the IFA's 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 compliance...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve providing administrative support to the IFA's 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 compliance...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryThis role will involve providing administrative support to the IFA's 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 to update the back office system, ensuring accurate client data and information...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryThis role will involve providing administrative support to the IFA's 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 to update the back office system, ensuring accurate client data and information...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryThis role will involve providing comprehensive administrative support to the IFA team, encompassing business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information, utilizing various CRM systems and platforms.Key ResponsibilitiesMaintain fully...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryThis role will involve providing comprehensive administrative support to the IFA team, encompassing business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information, utilizing various CRM systems and platforms.Key ResponsibilitiesMaintain fully...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryThis role will involve providing comprehensive administrative support to the IFA team, encompassing business processing, financial administration, and client liaison.The successful candidate will be responsible for utilizing various CRM systems and platforms to ensure accurate client data and information throughout the process.Key...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryThis role will involve providing comprehensive administrative support to the IFA team, encompassing business processing, financial administration, and client liaison.The successful candidate will be responsible for utilizing various CRM systems and platforms to ensure accurate client data and information throughout the process.Key...
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Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary:This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms.Key Responsibilities:Update the back office system, to ensure accurate client data and information throughout the...
