Recruit UK is seeking a Financial Planning Administrator in London to support financial advisors and manage client documentation and data. The role involves processing deals, valuations, and reports, while liaising with clients and providers to ensure smooth administration of financial plans.
The ideal candidate will have experience in financial planning administration, strong attention to detail, and proficiency in client data handling.
#J-18808-Ljbffr
Financial Planning Administrator - Hybrid, £40k + Benefits employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
