Financial Planning Administrator

We’re looking for an organised and client-focused Financial Planning Administrator to join an established wealth management firm. You’ll support financial advisers with client servicing, new business processing and ongoing financial reviews, helping to ensure clients receive an excellent level of service. Key Responsibilities Provide administrative support for new business and client reviews. Communicate with clients by telephone, email and letter. Process new business applications and check documentation for accuracy.

Read the full job description on CV-Library →