Wealth Management Coordinator
2 weeks ago
A challenging and rewarding opportunity has arisen for a Financial Planning Administrator to join our esteemed client's wealth management firm in Haslemere.
This exciting role offers the perfect blend of administrative expertise and career progression. As a valued member of the team, you will play a pivotal role in supporting the financial planning department, ensuring the smooth operation of daily tasks and contributing to the company's success.
About the Role:
You will be responsible for:
- Producing quotes and preparing meeting materials
- Completing and processing paperwork, adhering to regulatory requirements
- Client liaison and diary management, maintaining excellent relationships
We are seeking an individual with strong organizational skills, attention to detail, and excellent communication abilities. Your background as an administrator or graduate, along with your ability to multitask and work collaboratively, makes you an ideal candidate for this position.
Join our dynamic team and enjoy:
- Competitive salary and benefits package
- Opportunities for professional growth and development
- A supportive and inclusive work environment
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