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Wealth Planning Administrator IFA Team

Job in Bromsgrove, Worcestershire, B61, England, UK
Listing for: RGH-Global Ltd
Full Time position
Listed on 2026-01-07
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Administrator for IFA Team
A growing financial planning firm located near Bromsgrove seeks an organised and detail-oriented Financial Administrator. The role involves providing administrative support to financial advisers, ensuring compliance, and maintaining client records. The ideal candidate will have prior administrative experience and, ideally, a background in financial services. Proficiency in Microsoft Office and excellent communication skills are crucial for success.
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