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Job Description & How to Apply Below
A Chartered Independent Financial Advisory firm is urgently seeking a Personal Financial Administrator to support a team of Financial Advisers in Chester. The ideal candidate will have experience in Financial Services Administration, excellent organizational and communication skills, and familiarity with tools like Intelliflow and Selectapension. Responsibilities include processing new business, handling valuations, and providing client servicing with general administrative support.
This role offers the opportunity to work in a supportive team environment focused on personal financial planning.
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