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Client support specialist - financial planning

Watford
Permanent
Benchmark Capital
Financial planner
€25,000 - €35,000 a year
Posted: 15 December
Offer description

A leading financial planning firm in Watford is seeking a dedicated Client Support Administrator to provide essential administrative support to Financial Planners. Responsibilities include organizing client meetings, maintaining CRM data, conducting electronic AML checks, and ensuring compliance in documentation. The ideal candidate will possess excellent communication skills, a strong attention to detail, and proficiency in Microsoft Office. This role promotes a healthy work-life balance within a collaborative and inclusive office environment. #J-18808-Ljbffr

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