Bond Recruitment is seeking an experienced IFA Administrator in Alderley Edge, UK. This role involves day-to-day client servicing, maintaining accurate electronic records, and supporting financial planners. The ideal candidate will be detail-oriented and possess strong IT skills.
Key responsibilities include managing documents in SharePoint and Curo, processing new business, and ensuring adherence to company processes. Candidates should have administration experience and demonstrate the ability to handle demanding clients.
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Key responsibilities include managing documents in SharePoint and Curo, processing new business, and ensuring adherence to company processes. Candidates should have administration experience and demonstrate the ability to handle demanding clients.
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