Financial Divisions in Plymouth seeks an experienced Financial Planning Administrator to provide high-quality administrative support across the full financial planning process. You will work closely with Advisers, preparing for client meetings, managing diaries and coordinating meetings, while ensuring smooth case progression.
The role offers hybrid working, 26 days holiday plus bank holidays, and full study support with excellent career progression potential.
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Hybrid Financial Planning Administrator β Growth & Study in Plymouth employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.