At a Glance
- Tasks: Provide top-notch admin support to a Director and manage client interactions.
- Company: Eden Rose, a reputable firm in Norwich with a focus on client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to work with high-net-worth clients in a prestigious setting.
- Why this job: Join a dynamic team and make a real difference in client financial management.
- Qualifications: Experience in administration and strong organisational skills required.
The predicted salary is between 25000 - 32000 £ per year.
Eden Rose in Norwich seeks a Senior IFA Administrator to provide high-level administrative support to a Director.
You will manage diaries, coordinate client meetings, and prepare documentation to a very high standard pre- and post-meetings.
You will maintain client financial plans in Intelligent Office, assist with new business submissions, and ensure compliance.
The role requires handling high-net-worth clients with discretion and accuracy.
#J-18808-Ljbffr
We think you need these skills to ace Director-Level IFA Admin & Client Support Specialist in Sunderland
Diary Management
Client Meeting Coordination
Documentation Preparation
Intelligent Office
New Business Submissions
Compliance Management
Discretion
