Brook Street is recruiting a Financial Adviser Administrator to join a well-established financial planning practice in Wells-Next-the-Sea. You will support advisers by maintaining accurate client records, preparing illustrations and information packs, processing cases, and liaising with clients and third‑party professionals.
This role offers a Monday to Friday 9am–5pm schedule, generous annual leave, pension, private medical insurance after qualifying service, a cycle to work scheme, and a
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Client-Facing Financial Adviser Admin in Wells-next-the-Sea employer: Brook Street
Join a dynamic and supportive team at a leading higher education institution in Bath, where your skills as a Digital Print Assistant will be valued and nurtured. With a focus on professional development and a commitment to delivering high-quality work, you'll enjoy a collaborative work culture that prioritises customer service and excellence. This role offers the unique advantage of working in an educational environment, providing opportunities for growth and learning while contributing to meaningful projects.
