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Financial planning support

Wilmslow
Financial planner
£31,000 - £32,000 a year
Posted: 4 September
Offer description

Financial Planning Support Opportunity | Stockport | £32,000 An established wealth management firm is seeking a Financial Planning Support Administrator to join their team. The role: Day-to-day support for financial planners, including: Preparing reports and client documents Managing onboarding and maintaining records Handling client enquiries with professionalism Coordinating diaries and appointments Assisting with compliance and admin tasks The person: Organised, detail-focused, and confident communicating with clients and colleagues. Financial services experience is required, as is being proactive, having a team-player attitude and willingness to learn. Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.

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