Wealth Management Administrator | Client Service Lead

Compton Source: WhatJobs
£24,000–£30,000

Grove Talent Solutions is seeking an IFA Administrator in Ashbourne to support wealth management operations. The role focuses on handling client queries about pensions, investments, and protection products, and coordinating with advisers and product providers.

Key duties include processing new business, supporting paraplanners, arranging meetings, and maintaining compliant client records with strong organisational skills and accurate diary management.

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Full job description from WhatJobs. Apply for this role →

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