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IFA Administrator based in Hampshire, competitive basic salary with good benefits
Responsibilities:
Dealing with new business processing, valuations, illustrations and portfolio research
Understanding the Financial Planning process and ensuring compliance with FCA rules and principles.
Systems management and development, including management of the CRM system.
Producing management information for the board of directors.
Monitoring client service delivery.
Reviewing and developing processes and templates to improve business efficiency.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
