IFA Administration Specialist | Wealth Planning Support

Bletchley Source: WhatJobs
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Recruit Wealth Ltd is seeking an experienced IFA Administrator to join one of its regional offices as part of a leading national financial planning business. You will support Financial Planners and Paraplanners, manage client correspondence, process applications across pensions, investments and protection, and help maintain compliant client records using Intelligent Office.

This role offers clear progression into Paraplanner or Adviser roles within a supportive team and a competitive benefits

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