Financial Planning Admin - Hybrid, Growth Path to CAM

Financial Planning Admin - Hybrid, Growth Path to CAM

Full-Time On-site
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Finura, a Chartered financial planning practice in London, is expanding its centralised administration hub to support the wider Client Account Management function. This Financial Planning Administrator role offers a clear development path and exposure to IFA and wealth management operations.

You will perform file preparation, fund switches, trading and servicing tasks, while collaborating with a Team Leader and CAM colleagues to keep work flowing smoothly across the business.

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Contact Details:

Finura Recruitment Team