Wealth Planning Administrator β€” Hybrid Role

Wealth Planning Administrator β€” Hybrid Role

Full-Time No working from home possible
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Financial Divisions, Sutton-based wealth management firm, is recruiting a Financial Planning Administrator to join our renowned team delivering exceptional client service.

You will support onboarding, AML checks, Letters of Authority, and the end-to-end annual review process, while building trusted relationships with clients and contributing to a collaborative, forward-thinking workplace.

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Wealth Planning Administrator β€” Hybrid Role 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.

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Contact Details:

Financial Divisions Recruitment Team