EQ in London near Monument is seeking an Administrator to join the Financial Planning Client Servicing Team. You will support financial planners and paraplanners through onboarding, data input, and responding to client and provider inquiries with accuracy and speed.
Ideal candidates have 2–5 years’ wealth management experience, strong communication, and meticulous attention to detail to ensure first-class service for clients.
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Wealth Planning Admin – Onboarding & Client Support 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
