Financial Planning Support Opportunity | Stockport | £32,000 

An established wealth management firm is seeking a Financial Planning Support Administrator to join their team.

The role:
Day-to-day support for financial planners, including:

• Preparing reports and client documents
• Managing onboarding and maintaining records
• Handling client enquiries with professionalism
• Coordinating diaries and appointments
• Assisting with compliance and admin tasks

The person:
Organised, detail-focused, and confident communicating with clients and colleagues. Financial services experience is required, as is being proactive, having a team-player attitude and willingness to learn.

Unsure if you should apply? Or you don't have a CV?

No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that.

Everyone will receive a reply.