as a springboard to a career in Financial Planning. Internally called "Central Operations Administrator" you will learn our business..., processing letters of authority, liaising with providers and keeping our CRM system up to date. This job is admin heavy, but in...
atomosCareer Are you ready to step up as a Client Administrator Team Leader and have a significant impact on our firm... applications. Liaising with 3rd party providers and using provider platforms. Good knowledge of CRM (we use Xplan) IO or similar...
atomosOur client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator... on to CRM database Processing Letters of Authority Valuations Liaise with 3rd Party Providers & Paraplanners Preparing...
Halecroft RecruitmentFinancial 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 Recruitmentplan 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