Ifa jobs in Stoke-on-Trent, Staffordshire

To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards To work closely with the aligned Financial Planners to deliver excellent ...

 ...My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues... 

 ...confidentiality and professionalism. Person Specification The incoming Personal Assistant will have previous experience working in an IFA Practice / Financial Planning firm. In addition, you will be competent with using various software packages. You will also have:...