IFA Administrator – Chartered South West Firm
20k - 23k
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- Producing client reports and presentations.
- Maintain and manage client records, prepare valuations and issue communication in various formats through systems such as, IRESS, Prestwood and ACT
- Ensure processes are carried out compliantly and in effective timescales.
- Maintain and prioritise your own workload in accordance to the Team requirements.
- Record any client communications, including client-related communications with third parties.