mbf.
Taunton, UK
Our client an award winning, chartered and highly respected financial planning practice is seeking to recruit a Financial Planning Administrator to join their friendly team. The business has an excellent name in the industry, they are committed to providing first class holistic financial advice to their portfolio of HNW & UHNW clients. Role overview As a Financial Services Administrator, you will play a crucial role in supporting the overall practice. You will work very closely with a senior financial planner, providing essential support and liaising with high-net-worth (HNW) clients. This position is integral to ensuring the smooth operation and success of the practice. Key Responsibilities Provide comprehensive administrative support Manage and maintain accurate client documentation and records Coordinate and schedule meetings, prepare reports, and handle correspondence Liaise with clients, addressing queries and providing timely updates Assist in the...