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Wealth planning support specialist

Newton Mearns
Titan Wealth
Planner
€30,000 a year
Posted: 14 April
Offer description

A wealth management firm in Scotland is seeking an experienced administrator to support financial advisers and enhance client services. In this hybrid role based in Newton Mearns, you will assist with client reviews, manage plan information, and ensure accuracy in financial reporting. Ideal candidates have minimum 12 months of IFA admin experience, strong communication skills, and a collaborative mindset. The position offers competitive salary, benefits, and a commitment to diversity and inclusion.
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