Financial Divisions, a Surrey-based Independent Financial Advisory firm near Guildford, seeks a Financial Planning Administrator. The role focuses on onboarding clients, AML checks, and preparing documentation for meetings across multiple platforms.
Experience with Intelligent Office (Intelliflo) is a considerable advantage. The firm offers on-site parking, study support for exams, a strong pension, a bonus scheme, and death-in-service and income protection schemes.
#J-18808-LjbffrFinancial Planning Admin – Surrey (On-site Parking, Study Support) in Guildford 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.
