Client Success & Planning Administrator (Hybrid)
Client Success & Planning Administrator (Hybrid)

Client Success & Planning Administrator (Hybrid)

Full-Time No home office possible
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A financial planning firm in Greater London is looking for a Client Account Manager / Administrator to support financial planners and act as a key point of contact for clients. The role involves preparing client review packs, managing LOAs, and processing new business across various financial services. Ideal candidates should have attention to detail and understanding of client relationships. The position is hybrid with a salary around Β£35,000 depending on experience. #J-18808-Ljbffr

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Contact Detail:

Antony George Recruitment Recruiting Team

Client Success & Planning Administrator (Hybrid)
Antony George Recruitment
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