IFA Administrator
Posted 01/08/2024 by AFH Wealth Management
- Location:
- Bromsgrove, Worcestershire, United Kingdom (1 mile)
- Job Type:
- Permanent
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