I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Arundel. Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving team.
Responsibilities:
* Collaborate closely with Financial Advisors to provide proactive assistance
* Manage calendars and schedule client meetings
* Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
* Assemble meeting materials for Advisors before client meetings
* Raise invoices where required
* Database management
Benefits:
* 30 days annual leave + bank holidays
* 10% bonus
* Flexible and hybrid working
* Private medical insurance
* Study support to develop and progress
The business offers significant opportunities for progression, as demonstrated by recent promotions within the team. Joining, you will feel part of a supportive and collaborative environment with a proactive and passionate approach to work.
The company offers hybrid and flexible working arrangements, including study support for your professional development.
If this financial planning admin role in Arundel, paying up to £32,000, sounds appealing and you'd like more information, please send your CV to louise.bibb@idexconsulting.com.
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