Plannex Property Management Ltd is seeking a proactive Administrator to support Financial Advisers and Paraplanners in Preston. The role involves handling client records, preparing materials for reviews, and ensuring data accuracy in a fast-paced financial planning environment.
The successful candidate will have at least 3 years in financial services, strong communication skills, and a solid knowledge of pensions, investments, ISAs, and protection products, with adherence to UK regulatory
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Financial Planning Administrator - Client & Data Support in Preston employer: Plannex Property Management Ltd
Broadoak Financial Planning is an exceptional employer located in South Manchester, offering a dynamic work culture that prioritises professional development and employee well-being. With a commitment to providing outstanding financial advice, employees benefit from a supportive team environment, hybrid working options, and opportunities for growth within the wealth management sector. Join us to make a meaningful impact while enjoying a competitive salary and a fulfilling career path.
Contact Details:
Plannex Property Management Ltd Recruitment Team
