EQ’s Financial Planning Client Servicing Team is expanding. The Administrator role supports Planners, Paraplanners and other Administrators with client onboarding, data entry, and handling enquiries from clients and providers.
You will interact with platforms and client management systems, prioritise tasks, and maintain a high standard of service for external clients and internal colleagues.
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Wealth Management Administrator (Remote-Friendly) 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
