Financial Planning Administrator

Financial Planning Administrator sought for a dynamic Financial Planning Team in Wells, England, UK. Key responsibilities include managing client records, preparing documents, and ensuring compliance with financial regulations.

Requirements

• Background in financial services administration
• Excellent attention to detail
• Strong organisational skills
• Ability to communicate with clients and adapt style when needed
• Proficiency in using office systems and software

Benefits

• Generous Holiday Allowance
• Celebrate Your Birthday
• Flexible Working
• Employee Assistance Programme
• Ongoing Professional Development
• Perks and Discounts
• Pension Scheme