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IFA Administrator & Client Executive

Job in Girton, Cambridge, Cambridgeshire, CB21, England, UK
Listing for: Ortus PSR Ltd.
Full Time position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 29000 GBP Yearly GBP 29000.00 YEAR
Job Description & How to Apply Below
Position: IFA Administrator & Client Experience Executive
Location: Girton

A client-focused financial planning firm is seeking an experienced IFA Administrator to support Financial Planners and Client Relationship Managers while delivering high-quality service. The ideal candidate should have experience in financial services, strong organisational skills, and excellent communication abilities. This role involves processing client instructions, managing documentation, and coordinating meetings. Salary is up to £29,000, providing a great opportunity to advance a career in financial planning.
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