Jobtailor in Greater London is seeking a proactive administrator to support paraplanners and relationship managers, handling client data, onboarding, and the delivery of high-quality financial planning services.
You will build strong client relationships, coordinate meetings, and help implement advice while collaborating with internal teams. A Diploma in Regulated Financial Planning is desirable, with an emphasis on accuracy, responsiveness, and continuous improvement.
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Client-Centric Financial Planning Administrator employer: Cooper Parry
Cooper Parry is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of London. With a strong focus on employee growth, you will have access to continuous professional development opportunities while working alongside a talented team dedicated to delivering high-impact results for prestigious clients. The flexibility offered in this role allows for a balanced work-life integration, making it an ideal environment for those seeking meaningful and rewarding employment.
