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Senior ifa admin — wealth advisory support

Grantham
Asset Recruit
Posted: 27 April
Offer description

A well-established financial firm in Grantham seeks an experienced IFA Administrator to support their Financial Advisers. This role involves administrative tasks such as preparing new business documentation, updating client reports, and conducting AML checks. The ideal candidate will come from an IFA/wealth background, possess knowledge of investments and pensions, and be an excellent communicator. This is a fantastic opportunity for someone seeking an independent yet collaborative role in financial services.
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