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: