IFA Administrator: Client & Pensions Support

Huddersfield Source: WhatJobs
£25,000–£35,000

A leading financial advisory firm in Huddersfield is seeking an IFA Administrator. The successful candidate will manage client queries regarding pensions and investments, prepare review packs, and maintain accurate client records. Ideal candidates will have excellent communication skills, experience in financial advice, and proficiency in IT tools like Word and Excel. This position requires a reliable, motivated individual who can cope with changing workloads in a professional environment.
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