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Wealth Planning Administrator for IFA Team

Posted 1 hour 24 minutes ago by RGH-Global Ltd

Permanent
Full Time
Other
Worcestershire, Bromsgrove, United Kingdom, B60 1
Job Description
A growing financial planning firm located near Bromsgrove seeks an organised and detail-oriented Financial Administrator. The role involves providing administrative support to financial advisers, ensuring compliance, and maintaining client records. The ideal candidate will have prior administrative experience and, ideally, a background in financial services. Proficiency in Microsoft Office and excellent communication skills are crucial for success.
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