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Square Peg Associates
Financial Planning Admin SpecialistSquare Peg Associates • Bury, England, GB
Financial Planning Admin Specialist

Financial Planning Admin Specialist

Square Peg Associates • Bury, England, GB
30+ days ago
Job type
  • Full-time
Job description
A financial planning firm in Bury, England is seeking an IFA Administrator to support Financial Planners with various administrative tasks. The role requires 1-3 years of experience in financial services and knowledge of investments or pensions. Responsibilities include client management, document preparation, and using management systems to process business efficiently. The position offers a competitive salary and benefits such as study support and generous holiday allowance. #J-18808-Ljbffr
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Financial Planning Admin Specialist • Bury, England, GB

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