Job Description

A leading wealth management firm in the UK is looking for an IFA Administrator in Glasgow to support Financial Advisers through exceptional client service and documentation management. The ideal candidate will have strong client service skills, attention to detail, and a commitment to continuous improvement. You will be responsible for managing client requests, preparing meeting materials, and maintaining accurate records within Intelliflo Office. This role offers an opportunity to work in a dynamic and client-focused environment, contributing to process automation and digitisation efforts.
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