Blakemore Recruitment is seeking a Financial Planning Administrator for a well-established practice in Romford, Essex. You will support Financial Advisers with processing of new business, client communications and administration to ensure high-quality service.
Two years’ experience in Financial Planning Administration is essential, plus knowledge of life, pension and investment products. A Certificate in Financial Planning is preferred, enabling effective liaison with providers and clients.
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Wealth Planning Administrator – Mon–Fri, Bonus Eligible 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.
