IFA Admin & Financial Planning Specialist

IFA Admin & Financial Planning Specialist

Full-Time No working from home possible
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FPC Financial Services Ltd is a Wirral-based independent financial advice business seeking an experienced IFA Administrator to support advisers and clients. The role involves end-to-end administration from initial meeting to implementation and ongoing servicing, in a small, close-knit team.

You will handle a wide range of pension, investment and platform tasks, liaising with providers and using modern and legacy products to progress cases efficiently.

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Contact Details:

FPC Financial Services Ltd Recruitment Team