Senior IFA Administrator - St Albans
St. Albans, Hertfordshire, United Kingdom
Artemis Recruitment Consultants Ltd
systems and platforms is required. Key Responsibilities: Support the Business Support Team in client propositions. Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly. Update the back office system to ensure accurate client data. Maintain compliant client files with all necessary documents. Manage workflow and diary systems for quick staff access. Prepare client valuations for More ❯
Employment Type: Permanent
Salary: GBP Annual
Posted: