Posted by THE OPENWORK PARTNERSHIP • £32K/yr to £35K/yr
Job Description
In this role, you'll work closely with our Senior Partner and Practice Administrator, providing high-quality technical support and enhancing our Wealth business processes.
Join our esteemed family-run business and seize an exceptional opportunity to develop your career in a supportive and nurturing environment.
We are committed to delivering outstanding service to our clients and providers, so professionalism and effective communication are paramount.
An established, multi-office Wealth Management firm with offices across the UK, is seeking a Financial Planning Administrator to join their team, supporting Financial Planners and Office Managers.
Full time or Part time considered
Do you have a strong eye for detail, a knack for organization, and a commitment to delivering exceptional client service?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Recruit UK are working on a brilliant opportunity for an Administration Manager in Warwickshire to join a specialist financial planning firm, that pride themselves in offering unrestricted and unbiased advice.
General
Industry: Financial Planning
This company have been ranked in the Top 100 Adviser firms in the UK for the last few years' and pride themselves on the quality of service and advice they give their clients.