Senior Financial Planner Support: Technical Lead

2 days ago


Lowestoft, United Kingdom Service Service Full time

A boutique advice practice in Lowestoft is seeking an experienced Senior Financial Planning Support Administrator. This role involves providing advanced administrative support, preparing client reports, conducting product research, and managing client relationships. The ideal candidate will have extensive experience in financial planning support and strong technical knowledge of financial products. The company offers a competitive salary, 25 days of holiday, pension scheme, and professional development opportunities in a supportive environment.
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