Senior Financial Planning Administrator
Senior Financial Planning Administrator Coventry Hybrid Working (2 days from home )£33,000- £40,000 + Excellent BenefitsFull-Time PermanentAre you passionate about delivering outstanding client service and ready to take the next step in your Wealth Management career?This is a fantastic opportunity to join a highly regarded Wealth Management practice that provides tailored advice to Private Clients, Business Owners, Trustees, and Sports Professionals. Known for their professionalism, integrity, and commitment to personal development, they''re now seeking an ambitious Wealth Management Executive to play a key role within their growing team.You''ll work directly alongside the Principal Partner and leading Advisers, providing hands-on technical and administrative support while helping to nurture long-term relationships with high-net-worth clients.Hybrid working for genuine work-life balanceInvolvement in high-value, complex client casesClear career progression and professional development supportCollaborative, supportive, and forward-thinking cultureYour Key Responsibilities" Support the Advisers with research, analysis, and report preparation" Prepare and process new business files and client review documents" Liaise directly with clients, providers, and internal teams" Maintain accurate client records and ensure FCA compliance" Assist in client meetings and help deliver an exceptional client experience" Provide proactive support to help clients achieve their financial goalsWhat
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!