Private Client Admin: Path to Paraplanner/Adviser in Royal Leamington Spa

Private Client Admin: Path to Paraplanner/Adviser in Royal Leamington Spa

Royal Leamington Spa Full-Time Remote
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CTT Group (UK) is seeking a Private Client Administrator to support Paraplanners and Private Client Advisers in a professional, FCA-compliant environment. The role starts with back-office tasks and progresses toward Paraplanner or Private Client Adviser based on performance.

You will handle authorities, valuations, client queries, and annual packs, while developing pensions, investments, and corporate schemes knowledge and ensuring data accuracy in the back-office system.

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Private Client Admin: Path to Paraplanner/Adviser in Royal Leamington Spa employer: CTT Group (UK)

CTT Group (UK) is an excellent employer that values organisation and efficiency, offering a dynamic work environment in our busy Processing department. Employees benefit from a supportive culture that encourages professional growth through training and development opportunities, while enjoying the unique advantage of working in a collaborative team focused on delivering exceptional client service. Join us to be part of a company that prioritises meaningful contributions and fosters a rewarding career path.

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Contact Details:

CTT Group (UK) Recruitment Team