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Ifa administrator – study support & bonus + parking

Chester
Venn Wealth Management Limited
Ifa administrator
€31,500 a year
Posted: 1 June
Offer description

Venn Wealth Management Limited in Chester seeks an experienced IFA Administrator to provide vital support to Advisers and Paraplanners. The successful candidate will manage client documentation, ensure compliance with FCA standards, and facilitate a seamless client journey.

Strong knowledge of pensions, investments, and a robust understanding of CRM systems are essential for this role. The position offers a competitive salary of GBP28,000 to GBP35,000 along with opportunities for professional development and a collaborative team environment.

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