Jobtailor in Inverurie, UK is seeking a detail‑driven IFA administration assistant to support advisers in delivering compliant financial guidance. You will prepare client reviews, maintain plan information, and manage data with accuracy and proactive communication.
Key requirements include GCSEs in Maths and English (Grade 5+), familiarity with the adviser process, and strong organisational skills. This role focuses on client service, data quality, and FCA compliance in a collaborative team.
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IFA Administration & Client Support Specialist in Inverurie employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
