Anthony Alexandra is seeking a client-centric role within its wealth management team, offering hybrid working arrangement from Farnham. The role focuses on onboarding and servicing clients, maintaining records, and building strong adviser relationships to ensure a seamless, high-quality client experience.
Ideal candidates will have experience in a financial planning environment, solid CRM skills, and a proactive approach to improving processes while delivering exceptional service to clients.
#J-18808-LjbffrHybrid Financial Planning Administrator: Client Experience & Ops 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.
