Wakefield-based Financial Planning firm is seeking an experienced Financial Planning Administrator to join a supportive team and drive client service. The role offers hybrid working, a 35-hour week, and study support with clear career progression.
You will support Financial Planners, process pensions/investments, liaise with clients and providers, maintain records, and ensure accurate administration across the client journey.
#J-18808-LjbffrHybrid Financial Planning Administrator | Study Support employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
