Senior IFA Administrator - St Albans
St. Albans, Hertfordshire, United Kingdom
Artemis Recruitment Consultants Ltd
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 annual reviews and invoice for additional services outside the standard package. Process servicing tasks in line with the Client More ❯
Employment Type: Permanent
Salary: GBP Annual
Posted: