Orla Rose Associates is seeking a Planning Support Administrator to join its private wealth team in Farnham. The role offers hybrid working with three days per week in the Farnham office and full-time hours.
You will support financial advisers and paraplanners, onboarding new clients and maintaining strong client relationships. The ideal candidate has experience in financial planning or private wealth, knowledge of investment products, and proficiency with CRM/financial planning systems.
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Private Wealth Planning Support Specialist in Farnham employer: Orla Rose Associates
Join a dynamic Operations team in London where your expertise in reconciliations and transaction reporting will be valued and nurtured. We pride ourselves on fostering a collaborative work culture that encourages professional growth, offering opportunities for skill enhancement and career advancement within the financial services sector. With a strong commitment to regulatory compliance and operational excellence, we provide a supportive environment that empowers our employees to thrive and make a meaningful impact.
