About this role
Client Reallocation Administrator at Eight Financial Advice. Location: Whiteley, England, United Kingdom. Role: supporting reallocation, managing transfers, producing reports Requirements: Analytical, process-driven administrator with strong Microsoft Excel skills and CRM experience; industry knowledge preferred but not essential; excellent communication and ability to handle large data sets. Category: Business Operations Seniority: Mid Level Tools: Microsoft Excel, Salesforce, Monday.com, My Practice Commitment: Full Time Workplace: Hybrid Languages: English