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Financial Planning Administrator

Cavendish Maine

My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce

This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.

Specific duties include:

  • Preparing relevant paperwork for client meetings.
  • Submitting online applications....