Financial Planning Admin: Own the Adviser Relationship

Exchange Street Claims & Financial Services is seeking an experienced Administrator to take ownership of administration around a Financial Planner’s clients, cases, reviews and applications.

You will know your adviser, their clients, and exactly where everything is, avoiding delays and misfiles. The role offers office-based work with potential hybrid arrangements for the right candidate, and involves direct client/provider contact.

#J-18808-Ljbffr…