Job Description
Join a dynamic and client-focused financial planning team, supporting high-net-worth individuals with tailored advice across pensions, investments, trusts, and protection solutions.
What You’ll Do
* Manage end-to-end administration and maintain accurate client records
* Assist with new business processing and compliance procedures
* Support advisers with pension transfers, benefit crystallisation, and client reviews
* Liaise with providers and maintain proactive communication with clients
* Uphold confidentiality and data integrity standards
What You’ll Bring
* Up to 2 years’ experience in financial planning or wealth management
* Solid understanding of pensions and investment products
* Excellent organisational and interpersonal skills
* Working knowledge of Microsoft Office; familiarity with Xplan or Intelligent Office a plus
* Positive attitude, strong attention to detail, and ability to work independently
Be part of a collaborative environment that values professionalism, precision, and client care. Apply now to grow your career in financial planning support.
Please send your CV to Ursula at Financial Divisions