Financial Planning Administrator

Tring

Recruiter Managing This Role

Financial Planning Administrator

Tring (3-4 days a week in the office)

Onsite parking

£30,000 £40,000 depending on experience

Were working with a well-established, client-focused independent financial planning firm that is looking to appoint a Financial Planning Administrator to work in a technical and well rounded role to support all teams across the business, and assist with some suitability report writing. 

This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. Youll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality support.

The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub ...