A modern financial planning firm is seeking an experienced Wealth management administrator to support clients with pensions, investments, and protection products. The role involves processing applications, preparing client review packs, managing client meetings, and maintaining accurate records. Ideal candidates have prior experience in a financial planning firm, strong communication skills, and are organizationally adept. The company offers 25 days' holidays, annual salary reviews, and clear career progression opportunities to Paraplanner and Adviser roles.
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