We are looking for an experienced Financial Planning Administrator , ideally with some previous experience of working within an IFA environment.
Your role will include:
- Building strong relationships with Financial Planners and clients.
- Arranging client reviews, preparing meetings and managing diaries.
- Maintaining accurate client records and following up outstanding actions.
- Processing new business, reso...
CRWG1_UKTJ
Financial Planning Administrator in Fareham employer: Cluett Reeve
Join a vibrant and dynamic organisation that prioritises employee growth and offers a fantastic range of benefits, including free on-site parking. With a supportive work culture that encourages relationship building and proactive business development, this role as a Sales Consultant provides an excellent opportunity for those looking to thrive in a collaborative environment while receiving full training to excel in their career.
