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.
Pertemps are recruiting for an experienced administrator on a temporary ongoing basis, on behalf of a security system company, based in the Dudley area.
The role
To provide administrative support for several key areas of the business, ensuring the smooth running of all administrative duties.
Main Responsibilities
Processing orders, cancellations, and account amendments as required by the customer.
Citrus Recruit are excited to be recruiting for an existing client for an Administrator role.
You will be working in a small friendly office and supporting the sales team with all administration duties whilst having responsibility for customer accounts and supporting the Operations Director with different functions across the business.
There are elements of this role that will be client facing, so you must be able to drive.