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Ifa Administrator

2 weeks ago

North Shields, United Kingdom Robinson Financial Careers Full time

One of the UK’s leading financial advisory firms is looking for an experienced part-time administrator to assist the activities of a small number of independent financial advisers at their North Shields office.

The administrator will support the pre and post-sale activities of a number of Independent Financial Advisers, processing sensitive documents, liaising with customers, product providers and solicitors to ensure the efficient and timely processing of clientadvice requirements.

Financial services experience and experience of supporting financial advisers will be a distinct advantage.