ADVISOR SERVICES ADMINISTRATOR

Advisor Services AdministratorPURPOSEProvide administrative competence to ensure professional onboarding and exits of financial advisors and be responsible for a number of general office administration functions.PRIMARY KPI's1) Onboarding process administration2) Sub Code applications and closing process3) Transfer and data reconciliation process4) Resignations process5) General office assistance/administrationADMINISTRATIVE PROCESSESOnboarding:-Manage the Due Diligence process in line with the… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.