Grove Talent Solutions in Ashbourne is seeking an experienced IFA Administrator to support the wealth management team. You will be the main point of contact for client queries relating to pensions, investments and protection products, and you will liaise with product providers to ensure smooth processing.
The role centres on delivering high-quality back-office support, maintaining accurate client records, arranging meetings, and assisting advisers and paraplanners with annual and tri-annual
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Wealth Planning Admin and Client Services Specialist 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.
