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Adviser Support

Description

James Phillip Financial recruitment are pleased to working with one of Northamptons largest IFA firms.

Looking to expand the team and take on an adviser support.

You will ideally have two years experience working in a similar role within an IFA or Wealth firm and looking to further your career.

An exam or two towards the level 4 diploma in regulated financial planning would be great along with experience using Intelliflo.

Key

Responsibilities

- Act as the primary point of contact for clients on…

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