Input data onto the customer back office system and manage client records to keep them up to date.
General
This IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
This business will provide you with great benefits, a salary of up to £100,000, and performance bonuses.
This Operations and Compliance Director role is best suited to those who have held SMF16 and SMF17 permissions and who are experienced at looking after Independent Financial Advisory back-office teams, such as administration and paraplanning teams.
A company that believe in providing an unrivalled level of service to all their clients, as well as offering market leading routes for progression for their colleagues.
A leading multinational insurance broker are looking to add a home based , Senior Commercial Account Handler to their team.
When you become part of their team, your commitment will be rewarded with a market leading salary and competitive benefits package, as well as best in class training and development opportunities.
The business will provide you with great benefits and for those who are chartered a salary of up to £60,000.
This paraplanner role is best suited to paraplanners with at least a year's worth of experience in addition to holding at least the level 4 diploma in financial advice.