Orlaroseassociates is seeking a Planning Support Administrator to join our Private Wealth team on a hybrid basis, three days a week in the Farnham office. The role focuses on onboarding new clients, supporting advisers and paraplanners, and delivering a high level of service throughout the client journey.
The ideal candidate has experience in financial planning, knowledge of investments such as ISAs and pensions, and strong organisational skills.
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Private Wealth Planning Coordinator (Hybrid) in Farnham employer: Orla Rose Associates Ltd
Orla Rose Associates Ltd is an exceptional employer, offering a dynamic work environment where your contributions directly impact the growth of the energy sector. With a strong focus on employee development and a culture that encourages innovation and collaboration, you will find ample opportunities for personal and professional growth. Located in the UK, the company provides a supportive atmosphere that values proactive leadership and fosters meaningful workplace improvements.
