About this role
IFA Administrator based in Hampshire, competitive basic salary with good benefits
Responsibilities:
Dealing with new business processing, valuations, illustrations and portfolio research
Understanding the Financial Planning process and ensuring compliance with FCA rules and principles.
Systems management and development, including management of the CRM system.
Producing management information for the board of directors.
Monitoring client service delivery.
Reviewing and developing processes and templates to improve business efficiency.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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Contract Type
Permanent
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Specialism
Financial Services
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Working pattern
Full Time
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Job ref
95087
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Expiry date
19 May 2024
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Learn more about a career in Financial Services
Are you good with numbers and can quickly problem-solve? A role in Financial Services could be for you. Find out more about the career opportunities it can offer.
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