our guide to find out how to Ditch KPIs, all while maxing your earnings. Senior IFA Administrator Job details Posted 01..._1706800185 Consultant Business Manager Senior IFA Administrator Job description My client is currently looking for a Senior IFA...
IDEX Consultinghave a number of openings for IFA Administrators (Financial Planning Administrators) As such they are currently recruiting for their Milton... appropriate checklists. · Undertake research to identify suitable solutions to meet the clients’ needs. · Maintain CRM system...
Independent Resourcing ConsultancyFinancial Advisers (IFA) who are looking for an Administrator to join their team. Applicants must have a genuine interest in... (or other CRM software) Platform experience (Aegon, FundsNetwork, Transact and James Hay) Knowledge of IFA office procedures...
Lloyd RecruitmentCareer Are you ready to step up as a Client Administrator Team Leader and have a significant impact on our firm... business applications. Liaising with 3rd party providers and using provider platforms. Good knowledge of CRM (we use Xplan...
atomos. Skills and Experience Experience in a Wealth Management, Financial Planning or IFA firm. Previously used a CRM...Financial Planning Administrator Career Are you looking for a career rather than just a job? Do you want...
atomosplan for a book of IFA clients in the geographical region Secure client sales leads for the regional field sales team... role Experience with CRM systems (e.g., Salesforce), and market data tools is advantageous Strong communication skills...
Bruin Financial