Financial Divisions in Sutton is seeking a capable Financial Planning Administrator to join a prestigious Wealth Management firm. You will support advisers and paraplanning teams, focusing on client onboarding, AML checks, and end-to-end annual reviews, ensuring high-standard service for private clients and families.
You will work closely with a Chartered Financial Adviser, build trusted client relationships, and maintain comprehensive records within a high-performing, people-focused environment.
#J-18808-Ljbffr
Wealth Planning Administrator - Hybrid, Career Growth in Sutton 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.
