Business Administrator to Senior Financial Advisor
2 days ago
This 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 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 role is based near Dorking, but hybrid working will be 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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