A leading wealth management firm in the UK is seeking a Planning Support Administrator to provide vital support to advisers and paraplanners. The role includes client onboarding, processing new business, and maintaining records in a CRM system. The ideal candidate will have financial planning administration experience, strong communication skills, and an understanding of investment products. This position offers up to £33,000, hybrid working, and excellent benefits, including generous holiday and a supportive work environment.
#J-18808-Ljbffr