Private Wealth Planning Coordinator (Hybrid)

Orlaroseassociates is seeking a Planning Support Administrator to join our Private Wealth team on a hybrid basis, three days a week in the Farnham office. The role focuses on onboarding new clients, supporting advisers and paraplanners, and delivering a high level of service throughout the client journey.

The ideal candidate has experience in financial planning, knowledge of investments such as ISAs and pensions, and strong organisational skills.

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