IFA Administration & Client Services Specialist

A well-established financial planning firm in Wilmslow is looking for an IFA Administrator to join their growing team. The ideal candidate should have administration experience, preferably within a financial planning context, and a basic understanding of investments, pensions, and life assurance policies. You will manage client documentation, process transactions, and support financial planners while ensuring the smooth operation of client communications. This role offers a supportive environment with training costs covered by the company.
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