Strategic Vision Wealth Management is seeking an experienced Senior Financial Services Administrator to join our client servicing team. You will support Financial Planners and keep our administrative processes running smoothly as part of a values-led independent firm.
You’ll manage new business processing, prepare client reviews, liaise with providers, and maintain accurate records across back-office systems while ensuring FCA compliance.
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Senior Financial Services Administrator — Flexible Week in Harwell employer: Recruitment Rebellion
At de Lisle Financial Planning, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters professional growth and development. Our Gloucestershire practice provides a unique opportunity for aspiring financial planners to gain hands-on experience while pursuing a fully funded Diploma, ensuring a rewarding career path with dedicated mentoring and a focus on building meaningful client relationships.
