About this role
Financial Planning Administrator| Wealth Management | London
Salary: £35k + excellent benefits and career progression
Are you an experienced Financial Planning Administrator or Client Account Manager looking to join a highly respected Chartered wealth management firm in London?
I'm working with an award-winning financial planning business that believes financial planning is a profession, not just an industry. Their focus is on delivering outstanding client outcomes through a combination of first-class advice, technology and exceptional service.
What they're looking for: 18 months+ experience within financial planning/wealth management
Strong knowledge of pensions, investments and protection products
Experience supporting advisers, new business and ongoing client reviews
Exceptional client relationship and organisational skills
A proactive approach and genuine passion for delivering outstanding client service
Why consider this role? Join a growing, highly regarded Chartered firm
Work with a collaborative and ambitious team
Build meaningful relationships with clients and advisers
Play a key role in delivering an exceptional client experience
Excellent career development opportunities
This is a fantastic opportunity for someone who enjoys being at the heart of the client journey and wants to be part of a forward-thinking financial planning business.
Get in touch for a confidential conversation.
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