Barlow Wood Ltd in Cheadle, Cheshire is seeking an Experienced IFA Administrator to join our financial planning team. The role requires solid IFA administration experience and a good grasp of FCA compliance, with a focus on LOAs and client/provider correspondence.
You will support advisers, manage onboarding and new business processing, conduct ID verifications, and coordinate documentation with providers, ensuring accuracy and GDPR compliance in daily activities.
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The Senior IFA Administrator - Client & Compliance Expert role at Barlow Wood Ltd is now open for applications in Cheadle Hulme, England, United Kingdom.
As a Senior IFA Administrator - Client & Compliance Expert, you will play an important part at Barlow Wood Ltd in Cheadle Hulme, England, United Kingdom.
We invite applications for the Senior IFA Administrator - Client & Compliance Expert position located in Cheadle Hulme, England, United Kingdom.