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Business Administration Office Administrator/ Coordinator

Financial Planning Assistant: Client Admin & Investments

Job in Sandbach, Cheshire, CW11, England, UK
Listing for: Forrest Recruitment
Full Time position
Listed on 2026-01-11
Job specializations:
  • Administrative/Clerical
    Business Administration, Office Administrator/ Coordinator
  • Finance & Banking
    Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
A leading recruitment agency is seeking an experienced Financial Planning Assistant for a permanent position in Sandbach. The successful candidate will provide essential administrative support within a dynamic team and handle client interactions efficiently. Key responsibilities include preparing documents for meetings, maintaining client files, and ensuring compliance with regulations. A minimum of 2 years in administration within a financial advisory firm is essential.

Benefits include 31 days of annual leave and onsite parking.
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