Wealth Planning Administrator

1 week ago


Lancashire, United Kingdom Fram Search Full time

A leading wealth management firm in the UK is seeking a Financial Planning Administrator to support advisers and ensure the advice process runs smoothly. The role includes obtaining valuations, processing new business, and maintaining client records. This position offers a hybrid working pattern after initial office-based training. The ideal candidate will have experience in an IFA environment and strong organisational skills. Competitive salary and opportunities for further qualifications are provided.
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