IFA Administration & Records Specialist

Bond Recruitment is seeking an IFA Administrator in Alderley Edge, United Kingdom to handle day-to-day administration for servicing clients and new business. You will work closely with a financial planner to service a defined client bank and ensure records are immaculate for high-quality financial planning.

The role emphasizes accuracy, ownership, and the ability to manage workload within SharePoint and Curo environments, delivering reliable, compliant administrative support.

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