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Financial Services Specialist
2 months ago
IFA Administrator
About the Company:
We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory firm that offers comprehensive financial planning and investment advice.
They are seeking a professional to join their team and contribute to their success.
The ideal candidate will have excellent communication skills, be able to work in a fast-paced environment, and have a strong understanding of financial services.
Key Responsibilities:
- Providing administrative support to the financial advisory team
- Assisting with client onboarding and data management
- Preparing and maintaining accurate financial records
- Developing and implementing effective administrative processes
Requirements:
- Relevant qualifications and experience in financial services
- Excellent communication and organizational skills
- Ability to work in a team environment
- Strong attention to detail and ability to maintain confidentiality
What We Offer:
- A competitive salary and benefits package
- Opportunities for professional development and growth
- A dynamic and supportive work environment
How to Apply:
Please submit your application, including your CV and a cover letter, to [insert contact information].
