SJP in London is seeking a Financial Planning Administrator to support a busy practice. You will be responsible for keeping close contact between clients and colleagues and for retrieving both new and historic information about individual clients.
You will maintain records of all communications with colleagues, clients and third parties, work with financial advisers to produce financial reports, assess objectives to tailor suitable solutions, and draft suitability letters in line with the
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London Financial Planning Admin: Client Solutions in Harrow employer: The JobsBoard
Join a prestigious skincare brand that values its employees and fosters a vibrant work culture in the luxurious setting of Knightsbridge. With competitive salaries and commission opportunities, you will thrive in an environment that encourages personal growth and professional development while working alongside passionate individuals who share your love for skincare and sales.
