IFA Administration & Records Specialist in Alderley Edge

IFA Administration & Records Specialist in Alderley Edge

Alderley Edge Full-Time No working from home possible
Bond Recruitment

Bond Recruitment is seeking an IFA Administrator in Alderley Edge, United Kingdom to handle day-to-day administration for servicing clients and new business. You will work closely with a financial planner to service a defined client bank and ensure records are immaculate for high-quality financial planning.

The role emphasizes accuracy, ownership, and the ability to manage workload within SharePoint and Curo environments, delivering reliable, compliant administrative support.

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IFA Administration & Records Specialist in Alderley Edge employer: Bond Recruitment

Join a nurturing and inclusive primary school in Upton Park, where you will be part of a dedicated team committed to making a difference in the lives of children with special educational needs. With a strong emphasis on professional development, you will have ample opportunities for growth while enjoying a supportive work culture that values collaboration and innovation. This role not only offers competitive pay but also the chance to create meaningful connections and foster a positive learning environment for students.

Bond Recruitment

Contact Details:

Bond Recruitment Recruitment Team