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Senior ifa administrator

Permanent
Ifa administrator
£30,000 a year
Posted: 6 November
Offer description

Fram is working with a boutique wealth management firm in Staffordshire, delivering personalised financial planning for individuals and families. Our client is looking for an IFA Administrator to support Financial Planners and ensure clients receive a seamless, high-quality experience. The role is to manage documentation, maintain records, liaise with clients and providers, assist with valuations and annual reviews, and act as a professional point of contact. The team are collaborative, detail orientated, client-focused and like supporting and developing one another. Ideal applicants with have : Experience in financial services administration (IFA or wealth management). Confidence with back-office systems and Microsoft Office. Strong organisational skills and attention to detail. RO1/LP2 qualifications a bonus. If you are interested in the role, please apply

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Home > Jobs > Administration jobs > Ifa administrator jobs > Ifa administrator jobs in Staffordshire > Senior IFA administrator

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