Planning Support Specialist

2 days ago


Biggin Hill, United Kingdom Recruit Wealth Ltd Full time
Job Description

This stand-out role will appeal to an experienced individual seeking a prestigious and highly respected regional office environment. As a Financial Planning Administrator, you will be responsible for building client relationships, managing diaries, coordinating service reviews, issuing documentation, and maintaining accurate client records.

You will also support Financial Planners in directing queries to the correct team within the business, ensuring seamless client service and escalating client complaints or breaches immediately to management/compliance.



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