Client Services Executive: Financial Planning Admin in Stonehouse

A renowned financial planning firm in the UK is looking for an IFA Administrator to provide high-quality administrative support to financial planners and clients. This role involves processing new business, maintaining client records, and managing the client review process. Ideal candidates will have experience in IFA financial services, strong organizational skills, and a collaborative approach. The company values inclusivity and provides ongoing training and development opportunities. The salary ranges from £28,000 to £33,000 annually. #J-18808-Ljbffr