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Financial Planning Admin Specialist — Study

Job in Bury St Edmunds, Suffolk County, IP32, England, UK
Listing for: Square Peg Associates
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Administrative/Clerical
Job Description & How to Apply Below
Position: Financial Planning Admin Specialist — Study Support
A financial planning firm is looking for an IFA Administrator in Bury, England. The ideal candidate should have 1-3 years of experience in the financial services sector and possess knowledge of investments or pensions. Key responsibilities include client management, document preparation, and utilizing management systems to ensure efficient operations. The position offers a competitive salary along with benefits such as study support and a substantial holiday allowance.
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