Anthony Alexandra is recruiting for a hybrid role based from the Farnham office, three days in the office and two days at home. You will deliver an outstanding client experience throughout the advice process, onboarding new clients and servicing existing relationships.
You will maintain accurate client records, work with advisers and paraplanners, and use the CRM to manage workflows while communicating confidently with clients by phone and email.
#J-18808-LjbffrHybrid Financial Planning Administrator – Client Experience employer: Anthony Alexandra
Join a well-established and growing financial services firm that prides itself on its supportive work culture and commitment to employee development. With over 50 years of industry expertise, this independent advisory offers excellent career progression opportunities and the chance to work with a diverse range of clients, ensuring you can make a meaningful impact in the property finance sector. Enjoy a collaborative environment where your contributions are valued, and you can thrive alongside a dedicated team of professionals.
