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Permanent

IFA Administrator

Sutton Coldfield
money-bag £30,000
105340145
Posted 4 days ago

This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.

You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.

As an IFA Administrator, your duties will include:

  • Accurately maintain and updating their CRM system (Intelligent Office) for new and existing cl...

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