James & Partners in Liverpool is seeking an experienced Financial Advice Administrator to support Financial Advisers and Paraplanners across a busy UK wealth management caseload. You will manage onboarding, letters of authority, account openings and ongoing servicing, while maintaining FCA compliance and accurate CRM records.
You'll work within a team structure to help advisers spend more time with clients, with a clear progression path into Paraplanning and financial advice.
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As a Wealth Planning Admin: Onboarding & Paraplanning Path, you will play an important part at James & Partners in West Kirby, England, United Kingdom.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Planning Admin: Onboarding & Paraplanning Path role at James & Partners, based in West Kirby, England, United Kingdom.