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Ifa admin & client support specialist

Rotherham
Bond Recruitment
€30,000 a year
Posted: 10h ago
Offer description

Bond Recruitment is seeking an IFA Administrator for their Rotherham offices. The successful candidate will manage client queries regarding pensions and investments while providing general office administration support. Responsibilities include preparing client review packs and maintaining client records accurately. Ideal candidates will have experience in financial advice, excellent communication skills, and a proactive attitude towards workload management. This role is crucial for ensuring compliance with firm procedures and enhancing client relations.
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