James and Partners is seeking an experienced Financial Advice Administrator in Liverpool to support busy UK advisers and paraplanners. You will handle client onboarding, letters of authority, account openings, transfers and ongoing servicing, ensuring timely progress and FCA-compliant records.
You will liaise with clients, product providers and platforms, prepare valuations and documents ahead of meetings, and maintain accurate CRM file notes.
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We have an opening for a Wealth Admin Specialist: Paraplanning Pathway & Bonus in Liverpool, England, United Kingdom within Finance, Management & Operations.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Admin Specialist: Paraplanning Pathway & Bonus role in the description above.
We appreciate your interest in this position.
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