Job Description

Duties will include;

• Submitting new business cases to back office and provider systems
• Submitting and updating client tasks on provider platforms
• Submitting details for fund switches and transfers
• Use of Intelligent Office back office system
• General administrative tasks - scanning, copying

Required Knowledge, Skills, and Abilities

An administrative background in IFA admin / Financial Services is preferred. Previous experience of submitting client details to financial provider platforms. Team player. Good organizational skills.