Senior IFA Administrator IFA Acquisition team - Astral Recruitment : Job Details

Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team

In this role you will support the the Acquisition team who are intgrating other acquired companies into the brand

The role will involve

Data input and a high level of detail dealing with client integration

Support the Acquisition Team with the integration of acquired businesses into our central services, processes systems and CRM

Assist Aquisition Team in overall analysis as required in regard to defining confirmed or potential future project scope and/or workflow

Prepare MI data when requested

Assist with weekly maintenance of project status reports and project plans

Migrating client data from legacy systems into our central CRM (IO)

Ideally you would currently be in an IFA company in a senior Admin function

No qualifications are required for this role

Base to £40000 plus bonuses