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Posted 01/08/2024 by AFH Wealth Management
To be a point of contact for clients, life offices and members of the business. Maintenance of all administration systems, ensuring all client data is accurate and up to date. Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA's. … more
Posted 12/08/2024 by AFH Wealth Management
The role also includes the validation and monitoring of income for Adviser client sales and the co-ordination of the related Vendor/Purchaser contracts. Key Responsibilities as our Finance Senior Administrator will include. Collation/Review of documentation supplied as part of Due Diligence … more
