Back Office Jobs in Ipswich

1 Back Office Jobs in Ipswich

IFA Administrator

Ipswich, Suffolk, East Anglia, United Kingdom
TEMPLEGATE RECRUITMENT LIMITED
preparation of New Business Files. Submit New Business files as well as the data input of any recommendations made/client details on the back-office system. Be involved in the post-sale communication, contacting providers for updates. Help manage the review process - Booking in client reviews (if … the completion of draft suitability reports Key Responsibilities. Ensure the Advisers meet with company standard compliance requirements. Ensure that all data added to the back-office system is correct and up to date where available. Understand and demonstrate company standard level of skills on all applicable software systems. more »
Employment Type: Permanent
Salary: £30,000
Posted: