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IFA Administrator - Bristol, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Senior IFA Administrator - Bristol - Artemis Recruitment Consultants Financial ServicesType of Position:
Senior IFA Administrator - Bristol
Senior IFA Administrator - Bristol
This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison.
The role will require use of different CRM systems and platforms (including Intelligent Office).Update the back office system, to ensure accurate client data and information throughout the process.
Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
To participate in project related work, working as one team to meet company goals and targets.Administration and customer service experience is essential.
Telephone based experience would be beneficial.
Financial Services experience would be beneficial.
Financial Services experience is essential preferably obtained in a life and pensions environment.
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