Our client is an award winning leading manufacture within its field, With a commitment to quality and innovation, they provide solutions for a diverse range of customers.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
Citrus Recruit are excited to be working with a leading manufacturing business seeking a Data Administrator.
Your role as a data administrator will be to convert various difference sources of data into one format compatible for the businesses CRM system.
You will be a key member of the team supporting the whole business operations with the data received for internal and external sources in various formats.