Wealth Management Support Specialist

2 days ago


Sevenoaks, Kent, United Kingdom Austin Fraser Full time
About the Role

We are looking for a competent and organized Financial Planning Administrator who can provide exceptional support to our Financial Planners. The successful candidate will be responsible for coordinating client appointments, managing diaries, and maintaining accurate records. A strong ability to build relationships with clients and communicate effectively is essential.

The ideal candidate will have previous experience in a similar role and be able to work collaboratively as part of a team. We offer a hybrid/remote working arrangement, allowing you to balance your work and personal life.



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