Bond Recruitment is assisting a Chartered Financial Planning firm in Alderley Edge to recruit an experienced IFA Administrator. The role focuses on day-to-day administration for servicing clients and facilitating new business, with a strong emphasis on immaculate electronic records and accurate data in the back-office system.
You will work closely with a financial planner and paraplanner to service a defined client bank, ensuring processes are followed and records are up to date.
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IFA Admin & Records Specialist in Wilmslow 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.
