Grove Talent Solutions is seeking an IFA Administrator in Ashbourne to support wealth management operations. The role focuses on handling client queries about pensions, investments, and protection products, and coordinating with advisers and product providers. Key duties include processing new business, supporting paraplanners, arranging meetings, and maintaining compliant client records with strong organisational skills and accurate diary management. #J-18808-Ljbffr
Wealth Management Administrator | Client Service Lead in Surrey employer: Grove Talent Solutions
Grove Talent Solutions offers a dynamic and supportive work environment in Northamptonshire, where you can thrive as a Holistic Wealth Planner. With a focus on client relationships and professional development, the firm provides excellent mentoring opportunities and a chance to inherit an existing client bank, ensuring a rewarding career path. Join a team that values top-notch service and fosters growth, making it an exceptional employer for those seeking meaningful and impactful work.
