Exchange Street Financial Services Ltd. is seeking an experienced administrator to support a Financial Planner on a 1:1 basis, owning the administration around clients, cases, reviews and applications.
You will know your adviser, clients, and exactly where everything is, bringing organisation and ownership to the adviser relationship. The role offers hybrid working and salaries up to £40,000 depending on experience.
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Financial Planning Administrator & Client Liaison in Radlett employer: Exchange Street Financial Services Ltd
Our client offers a dynamic and supportive work environment in Glasgow, where employees are encouraged to thrive through continuous professional development and a strong emphasis on teamwork. With a focus on outstanding customer service and building meaningful relationships, this role provides an excellent opportunity for those looking to make a real impact in the insurance industry while enjoying the benefits of hybrid working. The company values its employees, fostering a culture of collaboration and innovation that makes it an attractive place for career growth.
Contact Details:
Exchange Street Financial Services Ltd Recruitment Team
