IFA Administrator
Newcastle Upon Tyne, Tyne and Wear, North East, United Kingdom
Hybrid / WFH Options
Hybrid / WFH Options
TEMPLEGATE RECRUITMENT LIMITED
availability during the working week (Mon-Fri, between 9:00 am and 5:00 pm) and a commitment to regular hours. A suitable home office setup in a quiet area is essential. Day-to-Day Duties : Submit new business, monitor, and track through to completion. Act as the first … quality audit trail. Arrange and coordinate meetings, including booking meeting rooms and refreshments as necessary. Assist with meeting preparation and review pack preparation. Maintain back-office systems and investment platforms, ensuring data accuracy. Arrange new business illustrations. Maintain a diary system to track and chase work appropriately. Handle more »
Employment Type: Permanent, Work From Home
Salary: £24,000
Posted: