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Financial Planning Admin Specialist

Posted 4 hours 58 minutes ago by Square Peg Associates

Permanent
Full Time
Other
Lancashire, Bury, United Kingdom, BL8 1
Job Description
A financial planning firm in Bury, England is seeking an IFA Administrator to support Financial Planners with various administrative tasks. The role requires 1-3 years of experience in financial services and knowledge of investments or pensions. Responsibilities include client management, document preparation, and using management systems to process business efficiently. The position offers a competitive salary and benefits such as study support and generous holiday allowance.
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