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Client-focused ifa admin & service specialist

Chorley
Idex Consulting
Service
€30,000 a year
Posted: 17 May
Offer description

IDEX Consulting Ltd is seeking an experienced IFA Administrator to join their growing chartered financial planning business in Chorley. The ideal candidate will manage client interactions, prepare essential documentation, and ensure compliance with guidelines. Responsibilities include maintaining client files, managing business cases, and supporting various tasks as required. This role also offers early finish Fridays, learning support, and a monthly bonus program for employee recognition.
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