Headturner Search is partnering with a growing independent financial planning business to recruit an administration and operations professional. You’ll be an trusted partner to Financial Advisers across the South, guiding cases from enquiry through implementation and ongoing servicing with market-leading technology and AI-driven tools.
You’ll join a team focused on delivering an outstanding client experience and long-term career progression.
#J-18808-LjbffrSenior Financial Planning Ops Lead - Hybrid & AI-Driven Growth in Tewkesbury employer: Headturner Search
At Headturner Search, we pride ourselves on fostering a vibrant work culture that prioritises exceptional client care and employee growth. As a Client Care Advisor, you will benefit from comprehensive training, collaborative teamwork, and a supportive environment that encourages professional development, all while being part of a market-leading organisation dedicated to excellence in service delivery.