Practice Administrator
Taylor Wealth Management
Practice Administrator
£26000
Taylor Wealth Management, Great Missenden, Buckinghamshire
- Part time
- Permanent
- Onsite working
Posted 3 weeks ago, 22 May | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: 1509443e4e6545a4a8716c76c5fad75a
Full Job Description
- Creating and updating client information on internal CRM system
- Preparing and submitting new business cases
- Preparing the required information for adviser review meetings
- Requesting and chasing third party information requests
- Liaising with SJP administration teams to ensure business is processed in a reasonable timescale
- Liaising with clients over the phone, both proactively and reactively
- Taking charge of filing and stationery requirements
- Working and building relationships with the existing team