Integro Partners, a respected independent financial planning firm, is seeking a Client Services Administrator to support our Financial Planning team. You will assist with administration of new and existing business, ensuring records and documentation are accurate and compliant with FCA procedures.
You will work closely with Financial Planners and Associate Financial Planners to deliver an exceptional client experience and maintain high standards in client records and back-office systems.
#J-18808-LjbffrClient Services Architect – Financial Planning employer: Integro Partners
Join a respected wealth management firm in Balsall Common, where you will be part of a professional and client-focused team dedicated to delivering exceptional financial advice. With a competitive salary and comprehensive benefits, you'll enjoy a supportive work culture that fosters collaboration and long-term career development, allowing you to thrive as you build meaningful relationships with clients.
