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Senior ifa administrator & client services specialist

Edinburgh
Idex Consulting
Client service specialist
€35,000 a year
Posted: 16h ago
Offer description

A leading National IFA firm in Edinburgh is seeking a Senior IFA Administrator to support financial planners and manage client interactions. Responsibilities include processing documents, ensuring compliance, and maintaining accurate records. Candidates should have experience in the financial services sector, proficiency in Intelligent Office (iO) and Excel, and strong communication skills. The role offers benefits including a group pension scheme and healthcare.
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