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Permanent

Financial Planning Administrator / Client Support Associate Central London (Near Covent Ga

London
money-bag 30000.00-30000.00 Annual
3139434097
Posted 2 days ago

£30,000 - £45,000 Basic Salary (Depending on Experience)Boutique Wealth Management Firm Close-Knit Team Hybrid Working High-Responsibility Support RoleAn excellent opportunity has arisen for a Financial Planning Administrator / Client Support Associate to join a boutique and highly personalised wealth management firm based in Central London.Founded in 2013, the business has built a strong reputation for delivering high-quality, client-focused financial planning advice within a close-knit and collaborative team environment. The firm is led by an experienced Director and consists of a small team including another Adviser, an Office Manager and an Administrator.This is a fantastic opportunity for an experienced financial services professional who enjoys taking ownership, working closely with advisers, and providing high-quality administrative and client support across the full financial planning process.The firm is particularly interested in individuals with experience in a structured, high-volume financial planning environment who are confident handling a wide range of administrative and client servicing responsibilities.The OpportunityThis is a varied and hands-on support role where you will work closely with advisers and the wider team to ensure the smooth delivery of financial planning services to clients.You will be given significant responsibility from day one, with the opportunity to manage tasks independently, take ownership of processes and proactively support the ..... full job details .....

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