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IFA Administrator

Brook Street

Canton, Cardiff Full-time £34K – £34K Posted 14h ago

About the role

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle inco…

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