INTELLIFLO jobs in United Kingdom

on our back-office system: Intelliflo Office. Interact with product providers and internal teams to implement Financial Planning...

solve. Expect to use/learn intelliflo, dynamic planner & selectapension software. is ethical and values integrity...

for experienced Experience with Intelliflo Back Office is highly desirable Experience of managing a portfolio of clients/assets...

: Knowledge of Intelliflo Proven record on dealing with HNW clients and evidencing new business growth Ambitious and dynamic...

. All information received regarding the client to be entered on their Intelliflo account if appropriate, on day of receipt.... They will be highly IT literate (proficient in Microsoft Word, Excel, Outlook, Teams). Desirable Experience using Intelliflo...

of Intelliflo's Intelligent Office back-office system is desirable, but not essential). Motivated with the ability to work in...

: Intelliflo Office. Interact with product providers and internal teams to implement Financial Planning advice. Work in...

: Intelliflo Office. Interact with product providers and internal teams to implement Financial Planning advice. Work in...

records on our back-office system: Intelliflo Office. Interact with product providers and internal teams to implement...

, either writing reports or as a paraplanner - Knowledge of financial planning software (e.g., Voyant, Intelliflo, provider platforms...

: Intelliflo Office. Interact with product providers and internal teams to implement Financial Planning advice. Work in...

use of First software or Intelliflo is advantageous Previous use of Voyant or alternative Cashflow software is advantageous...

of IO (Intelliflo) back-office system would be an advantage, together with experience of some, or all, of the following platforms...

, specifically in MS Office - Word, Excel and Outlook Experience of IO (Intelliflo) back office system would be an advantage...