Financial Divisions in Godalming is seeking a Financial Planning Administrator to support the advisers and paraplanners. The role involves onboarding new clients, conducting AML checks, writing letters of authority, preparing meeting documents and liaising with product providers on platforms such as Quilter, Aviva, Elevate, and Transact.
You will benefit from study support for exams, accessible parking, a generous 25-day holiday allowance, and participation in bonus schemes plus DIS and income
#J-18808-LjbffrFinancial Planning Administrator – Wealth Management employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
