Wealth Planning Admin and Client Services Specialist

Grove Talent Solutions in Ashbourne is seeking an experienced IFA Administrator to support the wealth management team. You will be the main point of contact for client queries relating to pensions, investments and protection products, and you will liaise with product providers to ensure smooth processing.

The role centres on delivering high-quality back-office support, maintaining accurate client records, arranging meetings, and assisting advisers and paraplanners with annual and tri-annual

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