Financial Services Administrator

3 weeks ago


Epsom, United Kingdom Appointed ltd Full time

**Leading UK Wealth Management company based in Epsom are growing their financial planning team, seeking a Financial Planning Administrator and Trainee Paraplanner.**

£27k-£30k + strong benefits package with excellent exam and progression support for this office based role.

You will be supporting 4 highly experienced financial planners with managing and collating key data for reports and portfolio reviews, dealing with inquiries and correspondence from clients and providers, managing the database of clients and diary managementfor the Partner and Advisors and processing new business.



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