Financial Planning Admin — Hybrid Work + 5% Bonus

Swindon Source: WhatJobs
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Kalon Financial Ltd in Swindon is seeking an IFA Administrator to support financial planning activities. The role focuses on processing applications, liaising with clients and providers, and preparing documentation for client meetings.

No prior IFA experience is required, but a Financial Services background helps. You'll work with experienced Advisers and Paraplanners, receiving strong support and development opportunities within a collaborative team.

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