Remote Financial Planning Administrator – Chartered Firm in Newbury

Remote Financial Planning Administrator – Chartered Firm in Newbury

Newbury Full-Time On-site
Chester Rose Limited.

Chester Rose Financial Planning is seeking an experienced Financial Planning Administrator to join our growing team. You’ll support Financial Planners and Paraplanners, manage client communications, and help ensure a smooth client journey from meeting preparation to implementing recommendations.

The ideal candidate has previous financial planning administration experience within an IFA or wealth management firm, strong organisational skills and meticulous attention to detail, with a proactive,

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Chester Rose Limited.

Contact Details:

Chester Rose Limited. Recruitment Team