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Ifa administrator: client reports & compliance specialist

Newcastle
Idex Consulting
Compliance specialist
Posted: 4 May
Offer description

A financial services firm is seeking an experienced IFA Administrator to join their team in Newcastle Under Lyme. The successful candidate will support the Office Manager and Financial Planners in delivering a high-quality service to clients. Key responsibilities include processing new business, preparing reports, and ensuring client updates throughout the process. Previous experience in an IFA environment is essential for this role.
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