IFA Practice Operations Coordinator

1 week ago


Wilmslow, Cheshire East, United Kingdom Bond Rec Full time
About the Role

This is a fantastic opportunity for an experienced Paraplanner to join our team and contribute to the success of our IFA practice. As a key member of the team, you will be responsible for providing exceptional client service and supporting the Financial Planning process.

Responsibilities include:

  • Complying with relevant regulations and procedures.
  • Liaising with clients in a compliant manner.
  • Keeping up-to-date with product, legislative, and technical changes.


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