Business Administrator to Senior Financial Advisor
3 days ago
This 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 Responsibilities:
- Maintain fully compliant files, ensuring all documents are stored on the client's document management system in a timely manner.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests not part of the paid service.
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests not part of the paid services.
- Build relationships with clients, consultants, and third parties through regular telephone and occasional face-to-face contact.
- Participate in project-related work, working collaboratively as part of a team to meet company goals and targets.
Requirements:
- Administration and customer service experience is essential.
- Telephone-based experience would be beneficial.
- Financial Services experience, preferably in a life and pensions environment, is highly desirable.
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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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