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: Orlaroseassociates
Join a dynamic and innovative company in London that values its employees and fosters a collaborative work culture. As an Executive Assistant to the CEO and CFO, you will benefit from extensive professional development opportunities while working in a supportive environment that prioritises employee well-being and growth. With a focus on cutting-edge technology and global outreach, this role offers a unique chance to contribute to impactful projects within the financial sector.
