• Provide support to the IFAs and Consultants alike
• Provide support to the Operations Manager and Team Leader to ensure the smooth functioning of core processes.ist Operations Manager and Team Leader in bulk upload/updating tasks continually improve the quality of the data in IO and to assist in key projects – eg acquisitions – as the business needs dictate.
• Support the Operations Team Leader in managing the client review process and amendments to client servicing for the group, acting promptly to update the Client Review database and Intelligent Office.
• Planning and organising skills – able to manage multiple tasks effectively, prioritise work and deliver to deadlines.
• Excellent attention to detail when looking at data and updating databases
• Strong written and oral communication skills.
• Experience in using Intelligent Office, or other similar CRM systems a great advantage.
• Previous or current experience in the field of training on Intelligent Office in an IFA environment
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