- Ensuring client files are compliant
- Processing new business
- Maintaining and updating back-office systems
- Supporting the financial planners and technical team
- Preparing client review packs
- Preparing Income Drawdown Reviews
- Experience working as a financial administrator within an IFA firm or within financial services
- Experience using back office systems
- Keen to progress and complete industry relevant qualifications
- Strong analytical and numerical skills
- Ability to prioritise work and work in a busy environment
Reference no: 92533
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