Financial Planning Administrator & Client Liaison

Exchange Street Financial Services Ltd. is seeking an experienced administrator to support a Financial Planner on a 1:1 basis, owning the administration around clients, cases, reviews and applications.

You will know your adviser, clients, and exactly where everything is, bringing organisation and ownership to the adviser relationship. The role offers hybrid working and salaries up to £40,000 depending on experience.

#J-18808-Ljbffr…