Premier Jobs UK Limited is recruiting an IFA Client Administrator to join a national financial planning firm where your contribution matters. You will support delivery of advice processes, working with Financial Advisors and an admin team to keep cases progressing.
Responsibilities include diary management, preparing meeting packs, contacting clients for information, processing new business, and producing illustrations and valuations.
#J-18808-LjbffrHybrid IFA Client Administrator: Growth & Client Support in North East employer: Premier Jobs UK Limited
As a Remote Mortgage Advisor with our client, you will benefit from a robust support system that prioritises your success through tailored marketing tools and campaigns designed specifically for your local area. The company fosters a collaborative work culture that encourages personal growth and mastery of self-generated leads, ensuring that you have the resources and opportunities to thrive in your career while enjoying the flexibility of remote work.
