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Ifa client services specialist

Edinburgh
Meraki Talent
Client service specialist
€35,000 a year
Posted: 12h ago
Offer description

Meraki Talent is seeking an IFA Administrator to support Financial Advisors in Edinburgh. Responsibilities include managing client relationships, preparing reports for meetings, and conducting research on investment products. The ideal candidate has previous experience in a similar administrative role within a financial planning or wealth management firm, along with excellent organizational and communication skills. This role offers a dynamic work environment with opportunities to grow within a well-established company.
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