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Ifa administrator

Bolton
Ifa administrator
Posted: 2 July
Offer description

Location: Liverpool Salary: Up to £30,000 (depending on experience) excellent benefits Working Pattern: Full-time, Hybrid working available We are working with a reputable and growing Independent Financial Advisory (IFA) firm that is seeking an experienced IFA Administrator to join their supportive and collaborative team. Key Responsibilities Provide administrative support to Financial Advisers and Paraplanners Process new business and maintain accurate client records using back-office systems Prepare client packs, valuations, and ongoing review documentation Liaise with providers and clients to ensure smooth and compliant service delivery Maintain up-to-date knowledge of FCA regulations and internal compliance procedures

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