Proposito Financial Planning Limited, based in Cirencester, seeks an experienced IFA Administrator to deliver professional, efficient technical administration for clients and colleagues. You will organise meetings, prepare documentation, manage diaries, and liaise across the team to ensure timely services and compliant processes.
The ideal candidate has at least three years in financial planning and strong MS 365, CURO/SharePoint experience.
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Contact Details:
Proposito Financial Planning Limited Recruitment Team
