Blakemore Recruitment is assisting a Chartered Financial Planning firm in Newbury to hire a Financial Planning Administrator. The role blends in-office collaboration with remote support, involving meeting coordination, client data handling, and efficient adviser support.
You will contribute to exceptional client service in a professional, process-driven environment, using Intelliflo IO where relevant, and you’ll have opportunities for progression within a growing wealth management practice.
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Hybrid Financial Planning Admin | Client-Focused Support in Newbury employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
