2 of 2 Back Office Jobs in Bath

and deliver under pressure is critical. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. Be confident using all programmes within the Microsoft Office Suite (Word/Excel/PowerPoint) WHAT YOUR ROLE WILL INVOLVE Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from … Advisers, Administrators and Clients Recording and updating the back office systems Booking client review appointments and managing IFA's diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA's & Clients' on the progress of their new business cases Adhering to FCA More ❯

and deliver under pressure is critical. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. Be confident using all programmes within the Microsoft Office Suite (Word/Excel/PowerPoint) WHAT YOUR ROLE WILL INVOLVE Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from … Advisers, Administrators and Clients Preparing client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA's diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA's & Clients' on the progress of their new business More ❯