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IFA Sales Support Administrator

Description

Role Description We are seeking an IFA Administrator for a full-time, on-site role located in Sandy.

The IFA Administrator will be responsible for administrative duties, such as organising client meetings and preparing paperwork for advisors.

They will work closely with advisors to prepare financial reports, conduct research on clients' financial accounts, and ensuring all paperwork is filed accurately and timely.

They will organise the the paperwork required to transfer pensions and investment…

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