IFA Administrator
Posted yesterday by IT Bods Ltd
- Salary:
- £28,000/annum company benefits
- Location:
- St. Helens, Merseyside
- Job Type:
- Permanent
Managing client records on their CRM system (Intelligent Office) and maintaining compliance standards. Preparing documentation for client meetings and following up on any required actions. Liaising with providers to gather information and ensure timelines are met. Organising and scheduling … more