RGH-Global | People Services is seeking an experienced IFA Administrator to join a well-established financial planning business in the United Kingdom. You will support financial advisers and paraplanners, ensuring smooth processes and high-quality client service across the advisory workflow.
Key duties include preparing client files, processing new business and transfers, updating client records, and liaising with clients and providers.
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Financial Planning Assistant: Client Services & Admin in Sheffield employer: RGH-Global | People Services
Join a dynamic global business as a Social Media Assistant, where creativity meets purpose. Our supportive work culture fosters professional growth and offers hands-on experience across multiple brands, allowing you to make a meaningful impact while developing in-demand skills. With a hybrid working model and a commitment to positive change, we provide an environment where your contributions are valued and your career can flourish.
Contact Details:
RGH-Global | People Services Recruitment Team
