This IFA Client Support Associate job is available for experienced individuals keen to support Financial Advisers deliver excellent service to clients
As an IFA Client Support Associate, you will be actively supporting their busy Financial Advisors through carrying out high quality research and writing detailed reports.
This IFA Administrator job provides opportunity for an experienced individual to join a growing financial planning firm, that supports career progression
As an IFA Administrator, you will be actively providing support to the team of busy Financial Advisers and Client Support Associates, to assist them in completing their daily duties.
Your responsibilities will include: Actioning daily tasks through identifying what's required, what's outstanding and working with the Advisers, other team members to complete these items
We are seeking a proactive and organised Administrator to be the first point of contact for our client, providing exceptional support to both internal and external sales teams.
You will be part of an ever growing business that really values their employees!
The ideal candidate will be adept at managing a variety of administrative tasks, including logging all leads and assign as relevant using our CRM systems.
Our client is looking for a confident and positive full time Sales Administrator to join our highly successful, small (but growing) team in our modern offices.
You will assist with the daily routines within the Sales & Commercial Department, providing support to the Sales team, ensuring that all sales opportunities are captured and an excellent standard of service is provided and maintained.
Role Responsibilities
To ensure the administration sales function operates effectively to support the sales team.
Our client is looking for a confident and positive full time Sales Administrator to join our highly successful, small (but growing) team in our modern offices.
You will assist with the daily routines within the Sales & Commercial Department, providing support to the Sales team, ensuring that all sales opportunities are captured and an excellent standard of service is provided and maintained.
Role Responsibilities
To ensure the administration sales function operates effectively to support the sales team.