Wealth Planning Administrator – Hybrid Role & Growth Path

Recruit Wealth Limited, a modern, technology-driven financial planning business, is seeking an experienced IFA Administrator to join the Advice Operations team at its Leamington Spa offices. You will support Financial Planners and Paraplanners, manage end-to-end new business administration, and help deliver an exceptional client experience.

The role suits highly organized individuals who can multi-task, liaise with providers and maintain accurate client records.

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