IFA Admin: Client Reviews & CRM Support in Westerham

IFA Admin: Client Reviews & CRM Support in Westerham

Westerham Full-Time On-site
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The JobsBoard in Westerham, Kent, seeks an IFA Administrator to join a small, professional financial services team. This varied role is ideal for an organised, reliable candidate who can work independently or with a small team.

You will support Financial Advisers, arrange client meetings, prepare documentation and maintain accurate client records using CRM and Microsoft Office. Training and development opportunities are offered.

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IFA Admin: Client Reviews & CRM Support in Westerham employer: The JobsBoard

Join a prestigious skincare brand that values its employees and fosters a vibrant work culture in the luxurious setting of Knightsbridge. With competitive salaries and commission opportunities, you will thrive in an environment that encourages personal growth and professional development while working alongside passionate individuals who share your love for skincare and sales.

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Contact Details:

The JobsBoard Recruitment Team