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Financial Planning Administrator

  • Exeter
  • £30,000 - £35,000 GBP / Year
  • Salary: £30,000 - £35,000

Front Row Recruitment Ltd

My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare pre-meeting packs, engagement letters and client documentation Maintain accurate client records and workflows using Intelligent Office (IO) Process new business, fun…

To apply for this job please visit www.reed.co.uk.

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