IFA Admin: Client Services & Pensions Specialist

Wirral Source: WhatJobs
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Eden Rose in Wirral is seeking an IFA Admin to support advisers with client onboarding, investment and pension administration, and routine servicing.

You'll handle client applications, liaise with providers by phone and email, maintain accurate records, and work with Intelligent Office & Plannr.

This role suits a detail-focused administrator who can manage several cases and work independently within a small team.

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Full job description from WhatJobs. Apply for this role →

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