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Wealth Planning Admin Independent Advisers

Job in Sheepridge, Buckinghamshire, England, UK
Listing for: Integrity365
Contract position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Wealth Planning Admin for Independent Advisers
Location: Sheepridge

A financial advisory firm is seeking an IFA Administrator in Sheepridge, England, to support their Independent Financial Advisers. The role requires a minimum of three years’ experience in financial planning administration and knowledge of financial services and wealth management. The firm values trust and integrity, offering a competitive package with a focus on high-quality client service. Candidates should have experience with Intelliflo and a passion for helping clients achieve their financial goals.
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