Financial Planning Administrator — Path to Paraplanner
Job in
Elmbridge, Weybridge, Surrey County, KT13, England, UK
Listed on 2026-01-11
Listing for:
Recruit Wealth Ltd
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Accounting & Finance -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
A leading financial planning firm in Elmbridge seeks an experienced Administrator to support their operations. Responsibilities include managing client correspondence, processing new business, and preparing client review packs. The ideal candidate has a background in Financial Planning and is looking for career advancement opportunities. The firm offers numerous benefits including 25 days holiday, birthday leave, and professional exam support.
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