Verlingue Financial Planning is seeking a Financial Planning Administrator to join our client service team in the UK. You will coordinate client meetings, prepare documentation, process applications, and be a point of contact for clients and providers.
You will help maintain accurate records, support the financial planning team, and ensure high standards of service in all administration tasks, while working with modern CRM tools and MS Office.
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Client-Focused Financial Planning Administrator in Bury St Edmunds employer: Verlingue UK
Verlingue Financial Planning is an exceptional employer that prioritises employee growth and satisfaction within a collaborative and inclusive work culture. As part of a family-owned group, you will have the opportunity to develop your skills in a supportive environment while contributing to high-quality client service in the financial planning sector. With a commitment to ethical standards and professional excellence, Verlingue offers a rewarding career path for those looking to make a meaningful impact.
