Front Row Recruitment is seeking a Financial Planning Administrator to join a leading UK financial services firm in Birmingham. You will be the first point of contact for clients and providers, prepare meeting packs and engagement letters, and support planners with new business submissions.
Applicants should have 2+ years in a similar financial services support role; IFA experience is preferred but provider experience is welcome.
#J-18808-LjbffrWealth Planning Admin & Client Services Specialist in Birmingham employer: Front Row Recruitment
At Front Row Recruitment, we pride ourselves on fostering a collaborative and dynamic work culture that empowers our employees to thrive. As a Credit Analyst, you will benefit from continuous professional development opportunities while working alongside experienced investment professionals in a supportive environment. Our commitment to excellence and innovation in the financial services sector makes us an exceptional employer for those seeking meaningful and rewarding careers.
