Recruit UK is recruiting a Client Support Administrator in Ewloe to support private wealth clients within a leading Independent Financial Advice firm. The role offers a clear progression path toward a Paraplanner role and a full-time office-based schedule with flexible hours.
Key duties include supporting advisers and paraplanners, processing new business and fund switches, preparing client meeting packs, and arranging meetings with clients.
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Wealth Client Support Admin — Flexible Hours & Progression 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.
